Grace X. Schaffer, CFA

Ms. Schaffer joined The Swarthmore Group in 2010. She has over seventeen years of experience in the investment industry. Prior to joining The Swarthmore Group in 2010, she was a Portfolio Manager at Aberdeen Asset Management/Deutsche Asset Management and a member of the investment team responsible for managing $30 billion in fixed income assets. She also has previous work experience as a Fixed Income Application Analyst with FNX Limited, now a part of SunGard. Ms. Schaffer’s investment expertise is in the Corporate asset class. Types of fixed income products managed include: Core, Core-plus, Global Aggregate, Short Duration, Intermediate Aggregate, Intermediate Government/Credit, Long Government/Credit, Long Credit, and LDI (Liability-driven investments). Types of portfolios managed include: ERISA 401k, endowments and foundations, pension plans for corporations, state and local government, union pension plans, insurance general accounts, institutional and retail mutual funds. Ms. Schaffer holds a B.A. in Economics from the University of International Relations and an M.B.A. from the University of Delaware. She has earned the right to use the Chartered Financial Analyst (CFA) designation.