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Steven Schaefer, CFA

Director
PFM Asset Management LLC
Contact

1062 Barnes Road Ste 202
Wallingford, CT 06492

schaefers@pfm.com
203.793.8081 office
860.929.0841 cell

Specialties
Asset Management

Insurance & Self-Insurance, State & Local Governments, Corporations

Education
BBA in Marketing
Temple University

MBA in Finance
Eli Broad Graduate School of Management
Michigan State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2019

Started in the Field: 1987

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Steven Schaefer is a director for Stable Value in the firm’s Connecticut office. Steve joined PFM in 2019, and is responsible for leading the business development effort for Stable Value asset management on a national basis, with a focus on the fixed income sub-advisory segment of the market.

Steve has more than 30 years of experience in the stable value and defined contribution markets, working in asset management, product issuance/development, and sales and relationship management. During his career, he has worked for leading firms on both the issuer side (including The Bank of Tokyo-Mitsubishi UFJ, Voya Financial, MassMutual) and the asset management side of the stable value market (Bankers Trust Company and ICMA Retirement Corporation).

Steve is a past board member of the Stable Value Investment Association, and is a member of the CFA Institute and the CFA Society Hartford.

SS
 
Contact

1062 Barnes Road Ste 202
Wallingford, CT 06492

schaefers@pfm.com
203.793.8081 office
860.929.0841 cell

Specialties
Asset Management

Insurance & Self-Insurance, State & Local Governments, Corporations

Education
BBA in Marketing
Temple University

MBA in Finance
Eli Broad Graduate School of Management
Michigan State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2019

Started in the Field: 1987

Print/Save as PDF

Download Vcard

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