Valerie Schram
Investment Consultant at Mercer | Endowments & Foundations
- Role
- Associate Investment Consultant at Mercer
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Valerie Schram
Experienced investment professional with extensive expertise managing diverse portfolio types, including endowments, foundations, defined benefit and contribution plans, insurance portfolios, and healthcare funds. Skilled in asset allocation analysis, manager searches, customized investment strategies, fee reviews, investment policy analysis, and risk modeling techniques.
Experience
Associate Investment Consultant
Jul 2022 — Present · Minneapolis, MN, US
Collaborates with advisory and OCIO clients to deliver tailored investment advice-Conducts comprehensive manager searches and structural reviews to support fund reallocations.
Education
University of Wisconsin-Whitewater
Master of Business Administration - MBA, Finance, General
St. Catherine University
BS, Accounting and Marketing. Business Administration Minor
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