Jeffrey L. Schvimer, CFA Managing Director, U.S. Value Equity
353 N. Clark St., Chicago, IL 60654  |  312.595.6315  |

Areas of Focus: All Cap Value and Small Cap Value Investing

Profile:

• Portfolio manager for the All Cap Value portfolio
• Product specialist for value equity products
• More than 25 years of experience
• Previously a director of research and portfolio manager at Morgan Stanley Asset Management
• CFA Charterholder
• Holds Series 7, 9, 10, 63 and 65 licenses

Accomplishments:

• Interviewed and published in Wall Street Transcript
• Speaker at Illinois Police Pension Fund Association conference and Investment Management Institute Seminar
• Previously a regular guest on The Stock Market Observer on Channel 26 and later on WebFn

Education:

• B.A., University of Chicago
• M.B.A., University of Chicago

Affiliations:

• CFA Institute, member