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 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 $350 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 charter holder, a member of the CFA Society of Orlando, the CFA Institute, and the Professional Risk Management International Association (PRMIA).