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Robert Schaefer, Cfa is listed as Senior Director of Investments at Fi3 Financial Advisors, LLC, a company with 8 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at ofgltd.com and a matched LinkedIn profile for Robert Schaefer, Cfa.
Robert Schaefer, Cfa previously worked as Director of Investment Research at Oxford Financial Group, Ltd and Sr. Investment Analyst and V.P. at Oxford Financial Group, Ltd.. Robert Schaefer, Cfa holds Bachelor Of Science (B.S.), Finance from Indiana State University - School Of Business.
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AeroLeads found 2 current-domain work email signals for Robert Schaefer, Cfa. Compare company email patterns before reaching out.
I recently joined Fi3 Financial Advisors, LLC after nearly 35 years in the financial services industry, including 27 at one of the largest independent wealth management firms in the country, where I served as their Director of Investment Research. My experience includes educating and advising wealthy families and institutions on a broad range of sophisticated investment solutions, spanning traditional and alternative asset classes. I currently hold the Chartered Financial Analyst (CFA) designation and was formerly a Certified Financial Planner (CFP) certificant.
Listed skills include Portfolio Management, Alternative Investments, Investments, Asset Allocation, and 20 others.
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A career timeline built from the work history available for this profile.
Indianapolis, Indiana, United States
As Fi3’s Senior Director of Investments, I am active in all aspects of generating and delivering thoughtful investment advice for our valued clients. Primary areas of focus include asset allocation research, investment manager selection, alternative investments and client education.
Carmel, Indiana, United States
Served as Director of Investment Research at one of the largest independent wealth advisors in the U.S. Involved in all aspects of the portfolio management process, including asset allocation modeling, manager selection, performance attribution and tactical advice. Earned the Chartered Financial Analyst (CFA) designation and Certified Financial Planner.
Performed financial credit analysis on member banks and thrifts located throughout the Midwest.
Conducted fixed income credit analysis, wrote financial market commentaries, performed mutual fund search and selection.
Indianapolis, Indiana Area
Performed credit analysis on municipal and corporate fixed income securities.
Other employees you can reach at fi3advisors.com. View company contacts for 8 employees →
Allison Cornacchione, Fpqp™
Colleague at Fi3 Financial Advisors, Llc
Greater Indianapolis, United States
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AH
Amy Hlavacek, Cpa, Cfp®
Colleague at Fi3 Financial Advisors, Llc
Indianapolis, Indiana, United States, United States
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JS
John Sauder
Colleague at Fi3 Financial Advisors, Llc
Greater Indianapolis, United States
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SM
Sam Muse, Cpa, Cfp®
Colleague at Fi3 Financial Advisors, Llc
Greater Indianapolis, United States
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DC
Dawn Cherry, Fpqp
Colleague at Fi3 Financial Advisors, Llc
Indianapolis, Indiana, United States, United States
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JC
Joey Conti, Fpqp™
Colleague at Fi3 Financial Advisors, Llc
Danville, Indiana, United States, United States
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JR
Joness Rontok
Colleague at Fi3 Financial Advisors, Llc
Jakarta, Jakarta, Indonesia, Indonesia
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KH
Kelsey Harris
Colleague at Fi3 Financial Advisors, Llc
New Palestine, Indiana, United States, United States
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ES
Elena Sarmiento, Fpqp
Colleague at Fi3 Financial Advisors, Llc
Indianapolis, Indiana, United States, United States
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DH
Dylan Hamerin
Colleague at Fi3 Financial Advisors, Llc
Greater Indianapolis, United States
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Quick answers generated from the profile data available on this page.
Robert Schaefer, Cfa works for Fi3 Financial Advisors, LLC.
Robert Schaefer, Cfa is listed as Senior Director of Investments at Fi3 Financial Advisors, LLC.
AeroLeads has found 2 work email signals at @ofgltd.com for Robert Schaefer, Cfa at Fi3 Financial Advisors, LLC.
Robert Schaefer, Cfa is based in Carmel, Indiana, United States while working with Fi3 Financial Advisors, LLC.
Robert Schaefer, Cfa has worked for Fi3 Financial Advisors, Llc, Oxford Financial Group, Ltd, Oxford Financial Group, Ltd., Federal Home Loan Bank Of Indianapolis, and National City Bank.
Robert Schaefer, Cfa's colleagues at Fi3 Financial Advisors, LLC include Allison Cornacchione, Fpqp™, Amy Hlavacek, Cpa, Cfp®, John Sauder, Sam Muse, Cpa, Cfp®, and Dawn Cherry, Fpqp.
You can use AeroLeads to view verified contact signals for Robert Schaefer, Cfa at Fi3 Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
Robert Schaefer, Cfa holds Bachelor Of Science (B.S.), Finance from Indiana State University - School Of Business.
Robert Schaefer, Cfa is listed with skills including Portfolio Management, Alternative Investments, Investments, Asset Allocation, Due Diligence, Private Equity, Finance, and Mutual Funds.
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