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Steven
F. Schreiber, CFA:
Steve
has a wide range of experience in finance, analysis, and business
modeling. He started his career on Wall Street providing economic
and qualitative analysis for a family of mutual funds, followed
by several years of tax work for an accounting firm. Following a
special project with the Florida Marlins baseball organization to
assist in the integration of the accounting and budgeting systems
after the sale to the Montreal Expos organization, Steve has worked
for InCharge Institute providing financial analysis and business
modeling for new products and services. His corporate finance experience
includes positions as a Senior Financial Analyst with HD Supply
and Wyndham Vacation Ownership. Steve also has also conducted extensive
research on e-commerce and internet management, with several published
papers on the subject. Currently, he is the Director of Investments
for InterServ, LLC. In this role, he is responsible for the investment
process and due diligence for retirement plans in a fiduciary capacity.
He developed a proprietary mutual fund scoring process, peer group
creation, and asset allocation models used in retirement plans with
over $150 million in assets.
Steve
holds a BA in Economics and International Studies from the University
of Richmond, as well as an MBA with a specialization in Finance
from the University of Miami. He is a Chartered Financial Analyst
charterholder, a member of the CFA Society of Orlando, and a member
of the CFA Institute.
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