PJ Schaefer joined Legacy in 2018 as a Trust Investment Officer, and became a Vice President in 2021. Prior to joining our team, PJ spent a total of eight years with JP Morgan Chase as a Private Client Advisor, Private Client Banker, and a Relationship Banker. His primary responsibilities with JP Morgan Chase were working with affluent and emerging clients to provide financial and retirement planning services, advice regarding deposit and lending accounts, and wealth management. PJ obtained a Bachelor of Science degree in Agricultural and Consumer Economics from the University of Illinois at Urbana-Champaign, and holds the Chartered Financial Analyst (CFA) designation, as well as the Certified Financial Planning (CFP®) designation.
As a Trust Investment Officer, PJ is responsible for managing client portfolios in accordance with Legacy’s market assumptions, as well as building and testing financial models. In addition, PJ assists in reviewing both Legacy’s long term strategic asset allocations and our short term tactical asset allocations.
Outside of work, PJ enjoys spending time with his wife and two young boys, Oliver and Mason. Their family regularly travels to Wyoming to ski and hike, and are avid sports fans. PJ grew up in Madison, WI before leaving to attend school in Illinois, and became a fan of Chicago’s sports teams after having lived in the city for ten years. PJ also enjoys spending time on the golf course, a place he is very familiar with after having golfed competitively throughout high school.
Supporting Peter and the rest of the investment management department is Nicole T. Jones, Investment Operations Officer. She provides support to investment and trust operations and coordinates daily trading activities. Nicole holds a BS from the University of Wisconsin – Oshkosh. She has over 10 years of trust experience and also has a background in business law from a prior employer. Nicole is meticulous when reviewing important reports and performing her daily activities and is a valuable asset to the investment team. Nicole can be reached by phone at 920.967.5038.