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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 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)
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