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CM

Craig Maschmeyer

Portfolio Manager at Goelzer Investment Management, Inc.

Indianapolis, IN , United States

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

OrganizationRoleDate RangeDetails
Goelzer Investment ManagementPortfolio ManagerJul 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 TillyInvestment AssociateMar 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, LLPFinancial Consultant → Investment AssociateAug 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)

NameRoleLocation
Dustin Doyle
Dustin Doyle
Owner and Portfolio ManagerBargersville, IN , United States
G
Gavin Stephens
Chief Investment OfficerIndianapolis, IN , United States
G
George Wild
Sr Portfolio ManagerIndianapolis, IN , United States
L
Leighann Hayes
Trading ManagerIndianapolis, IN , United States

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