Michael J. Schroeder, CFP®
Chief Risk Officer
Michael Schroeder is the Chief Risk Officer. In addition to his executive functions, Michael is responsible for overseeing the firm’s risk management process, which includes the firm’s enterprise and investment related risk management strategy, policies, controls and systems.
Michael was WS’s Chief Investment Officer from 1991 to 2017. In that role, he oversaw the firm’s investment process, which included the implementation and development of investment strategies, portfolio management, research, and trading.
Prior to joining WS, Michael was Vice President of the Investment Services Division at USF&G Asset Management, a unit of USF&G Corporation (now part of Travelers Corporation), and prior to that he worked at a regional brokerage firm where he specialized in underwriting, sales and trading of municipal bonds.
Michael earned his BS in Business from the Carlson School of Management, University of Minnesota. He is a licensed CERTIFIED FINANCIAL PLANNER™.
Michael is a founding member and past President of the CFA Society of Naples. He is a current member of the National Federation of Municipal Analysts, the Southern Municipal Finance Society, and the Estate Planning Council of Naples. Michael is also involved in several not-for-profit organizations, including the Florida Gulf Coast University Department of Economics and Finance Executive Council, and the Education Foundation of Collier County Champions for Learning Advisory Council, the David S. Kidwell Funds Enterprise Advisory Board and is a Board member of Friends of Foster Children Forever. He is also a judge for the Kellogg-Morgan Stanley Sustainable Investing Challenge.
Michael was honored to be inducted into the Junior Achievement Hall of Fame for Southwest Florida, to recognize his achievements as an entrepreneur, and for serving as a role model for youth. The award acknowledges professional accomplishments and his commitment to the community. The firm’s culture of “giving back” earned WS the Corporate Philanthropy Award from the Community Foundation of Collier County.
Michael’s personal interests are many, but spending time with friends and family—especially his new granddaughter—tops his list of priorities.