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Dean Schwefel, CFA®

Dean Schwefel, CFA®

Financial Analyst

Dean passed the third and final Chartered Financial Analyst® exam in 2021 and has earned the highly coveted CFA® charter designation. He recommends strategies the firm’s clients can use to achieve their financial goals and objectives, and helps construct and rebalance client portfolios, prepare financial models, and provides additional analysis for Geneva Partners’ investment decisions and strategies.

Dean earned his bachelor's degree in finance with a concentration in investments from the Kelley School of Business at Indiana University. Prior to joining Geneva Partners in 2016, Dean worked as an Investment Analyst at a Fortune 50 insurance company assisting in the management of a multi-billion-dollar investment portfolio.