John Schaefer

Corporate Officer/Principal at

Asset Allocation & Management Co. LLC

Finance

Consumer Services

Commercial Services

Profile

Mr. John L.
Schaefer is a Senior Advisor at Asset Allocation & Management Co. LLC.
He has over 40 years of investment experience.
Formerly Chief Executive Officer and Chairman of the Board, John continues to focus on business development and client relationships as well as provide strategic guidance to the firm.
Mr. Schaefer joined AAM after working as Managing Director of the Insurance Asset Management unit of Zurich Scudder Investments (ZSI), where he led the insurance asset management portfolio management team.
He earned a BBA from the University of Notre Dame and an MBA from the University of Chicago.
He is a CFA Charterholder.

John Schaefer active positions

Companies	Position	Start
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Corporate Officer/Principal	01/04/2026

All active positions of John Schaefer

Former positions of John Schaefer

Companies	Position	End
Zurich Scudder Investments, Inc. Zurich Scudder Investments, Inc. Regional BanksFinance Provides investment management services	Corporate Officer/Principal	-
PROGRESSIVE CORPORATION	Corporate Officer/Principal	-
Deloitte LLP (New York) Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax preparation and financial advisory services	Corporate Officer/Principal	-

See the detail of John Schaefer's experience

Training of John Schaefer

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of John Schaefer's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
Progressive Corp. Progressive Corp. Multi-Line InsuranceFinance Provides automobile and property insurance and reinsurance services	Finance
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Finance
Zurich Scudder Investments, Inc. Zurich Scudder Investments, Inc. Regional BanksFinance Provides investment management services	Finance
Deloitte LLP (New York) Deloitte LLP (New York) Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax preparation and financial advisory services	Commercial Services
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services