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Craig Maschmeyer
Portfolio Manager at Goelzer Investment Management, Inc.
About
Craig A. Maschmeyer, CFA, serves as Portfolio Manager at Goelzer Investment Management in Indianapolis, overseeing more than $600 million in fixed income assets. He specializes in managing intermediate core plus, quality municipal, and alternative fixed income strategies through highly customized separately managed account mandates. As part of the firm’s Investment Policy Committee and chair of its Fixed Income Committee, he plays a key role in setting investment strategy and risk oversight.
Craig focuses specifically on the fixed income sector, with deep expertise in municipal bonds, core plus strategies, and alternative fixed income vehicles. He actively distills bond market trends and macroeconomic developments for advisors and clients, contributing to weekly market updates and regularly participating in industry events. His efforts include mentoring for the CFA Research Challenge and board service for the CFA Society of Indianapolis.
Prior to joining Goelzer, Craig was an Investment Associate at Baker Tilly and a Financial Consultant/Investment Associate at H.J. Umbaugh & Associates, CPAs, LLP. He holds a Bachelor of Science in Finance, cum laude, from Ball State University, and earned the Chartered Financial Analyst (CFA) designation. His professional achievements include leadership roles within the CFA Society of Indianapolis and recognition for his community involvement and industry education efforts.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Goelzer Investment Management | Portfolio Manager | Jul 2020 to Present | • Investment Policy Committee Member; Chair, Fixed Income Committee; External Fund Manager Committee Member • Manage $600M+ across separate account strategies (municipal & taxable fixed income, altern... |
| Baker Tilly | Investment Associate | Mar 2019 to Jul 2020 | • Managed municipal client portfolios – including defined benefit pension plans, OPEB trusts, and operating reserves – ensuring strategies met each entity’s liquidity and income requirements. • Design... |
| H.J. Umbaugh & Associates, CPAs, LLP | Financial Consultant → Investment Associate | Aug 2017 to Mar 2019 | • Structured reinvestment plans for municipal bond proceeds across numerous Indiana cities and school districts, optimizing returns within statutory guidelines. • Promoted to Investment Associate in 2... |
Education
Ball State University
Bachelor’s Degree, Finance
Franklin Community High School
High School
Others at Goelzer Investment Management, Inc. (4)
| Name | Role | Location |
|---|---|---|
| Owner and Portfolio Manager | Bargersville, IN , United States | |
G Gavin Stephens | Chief Investment Officer | Indianapolis, IN , United States |
G George Wild | Sr Portfolio Manager | Indianapolis, IN , United States |
L Leighann Hayes | Trading Manager | Indianapolis, IN , United States |
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