Sheila Schroeder

Consultant, Regional Head of Business Development

Sheila Schroeder is a business development consultant and heads business development for the West Coast region.

Sheila believes that financial empowerment equals freedom. Her mission is focused on helping clients reach financial independence, empowering women financially, and teaching financial literacy. She brings together the needs of clients with the resources and expertise of the Wealthspire team. Sheila brings over 25 years of financial services experience and believes that engaged relationships are forged through working together to create strategies and options so that clients can meet their personal and financial goals.

During her time as a senior institutional equity sales executive and team leader, Sheila’s primary focus was on the Asian and Japanese markets, in sectors including real estate, commodities, infrastructure, consumer and financials. She served as lead salesperson on countless IPOs and secondary offerings, including multiple in excess of $1B. This experience gives Sheila perspective on global markets and public equities and a deep understanding of how market trends and cycles impact investor portfolios.

In her personal time, Sheila is involved with several non-profits, in fundraising and organizational roles, including serving as board member (2009-2018, Finance, Investment, Advancement Committees) and President of the Board of Trustees for the San Francisco Waldorf School (2014-2017), the Chautauqua Foundation Board (Investment, Finance, and Strategy Committees), and the Bay Area Leadership Council for the Center for Reproductive Rights. Sheila co-founded Electing Women San Francisco to further national campaigns of female Democratic US Senate and Gubernatorial candidates.

Sheila regularly leads financial literacy workshops, speaks frequently on financial empowerment and financial planning issues, and coaches individuals on navigating their financial life.  In her free time, Sheila enjoys running, hiking, trying out the weekend recipes in the WSJ, reading with her amazing book club, and travel.  Most of the time she also likes to hang out with her college-age twins.

Previous Experience

  • Business Development Officer at Private Ocean Wealth Management
  • Director of Client Development at Mosaic Financial Partners
  • Director of Investor Relations at Mountain Lake Investment Management
  • Division Director, Asian Equity Sales at Macquarie Group
  • Managing Director at Asian Equity Sales, ING
  • SVP, Asia Equity Sales at Lehman Brothers
  • Vice President, Japanese Equity Sales at HSBC Global Banking and Markets

Education & Credentials

  • BA, Indiana University, Political Science
  • Waseda University – Tokyo, Japan, Political Science/

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Sheila Schroeder

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