Profile
Ms. Schopen joined Ziegler in 1997 as a portfolio administrator.
She has 10 years of investment experience; including securities trading and settlement, marketing, account research and reconciliation, and customer service.
Ms. Schopen is currently an institutional portfolio manager, co-manager for North Track's Cash Reserve Fund, as well as customer service liaison for institutional clients.
Ms. Schopen graduated from the University of Wisconsin-Whitewater in 1993.
Prior to joining Ziegler, she worked in sales-related capacities for Prudential, Morgan Stanley and Robert W.
Baird.
Ms. Schopen is Series 7 and 66 licensed, and is a member of Ziegler's fixed-income committee
Former positions of Rita A. Schopen
| Companies | Position | End |
|---|---|---|
Ziegler Capital Management LLC (Old)
 Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Portfolio Manager-Fixed Income | 25/07/2005 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Ziegler Capital Management LLC (Old)
Ziegler Capital Management LLC (Old) Investment ManagersFinance Founded in 1902, Ziegler Capital Management LLC is a registered investment advisor located in Chicago with additional offices in West Bend, Wisconsin, Milwaukee, Wisconsin and Grand Rapids, Michigan. The firm provides investment advisory services to company-sponsored mutual funds and managed account services for individual and institutional clients including foundations, endowment funds, corporations, institutions and businesses. Ziegler also offers their proprietary North Track funds | Finance |
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