, San Francisco
Sheila Schroeder believes that financial empowerment equals freedom. Her mission is focused on helping clients reach financial independence, empowering women financially, and teaching financial literacy.
Sheila brings together the needs of clients with the resources and expertise of the Private Ocean team. Sheila joined the firm in 2015 with 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 Nominating and Governance 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 20-year-old twins.
- BA, Political Science, Indiana University
- Political Science/Economics, Waseda University, Tokyo, Japan
Community and Affiliations:
- Board of Directors, Chautauqua Foundation, Inc. - Committees; Executive, Investment, Finance, and Nominating and Governance
- Co-Founder, Electing Women, San Francisco PAC
- Co-Chair, San Francisco Bay Area Leadership Council, Center for Reproductive Rights
- Board of Trustees, Progressive Pipeline
- Financial Empowerment
- Financial Literacy
- Non-profit Organizations
- Asian Markets
What colleagues say about Sheila:
“Sheila brings 25 years of Wall Street financial market experience, a tremendous sense of urgency, and demonstrated experience in philanthropy and social responsibility on a professional and personal level to engage both current and future clients.”