Jamie Schrotberger, CFA in

Jamie Schrotberger, CFA

Questioner · DISC type c
Senior Portfolio Manager at Faithward Capital
📍 Greater Philadelphia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Senior Portfolio Manager
Job Level
Middle
Location
Greater Philadelphia, United States
Personality Overview

How Jamie shows up

Not Easily Convinced
Price-Sensitive
Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Jamie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2025
Senior Portfolio Manager
Faithward Capital
11-2019 - 8-2025
Chief Executive Officer
Spread Bagelry
8-2018 - 11-2019
Chief Financial Officer
Garces Group
2-2001 - 8-2018
Senior Portfolio Manager/Security Analyst
Turner Investments, LLC
Equity Analyst
BlackRock
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1988 - 1992
BA
Denison University
1992 - 1994
MBA
University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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