Brian Schroeder, CFA, CPA - VP of Equity Investments

Brian Schroeder leads our equity investments in going concern businesses. He is responsible for sourcing, due diligence, acquisition, and portfolio management. He works very closely with our portfolio companies, serving in interim management roles when needed.

Prior to joining Big Shoulders, Mr. Schroeder spent time in the Financial Services Office at EY serving primarily Private Equity Funds; BMO Harris, where he assisted in developing a platform within the Private Wealth Group for lending to general partners at PE firms. Most recently Mr. Schroeder spent five years at MorrisAnderson in turnaround consulting and restructuring, primarily in heavy manufacturing, consumer products, and quick service and casual dining restaurants.

Mr. Schroeder is a Chartered Financial Analyst (CFA), a Certified Public Accountant (CPA), and holds a BA in Accounting and Finance from Indiana’s Kelley School of Business. Brian has been awarded both the small (under $100M revenue) and large (over $100M revenue) turnaround of the year awards from the Turnaround Management Association.

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