Profilo
James K.
Schmidt's current job is as an Independent Director at KBW LLC.
Mr. Schmidt's former jobs include being a Director at Vinfen Corp., a Director at Herald National Bank from 2009 to 2011, a Vice President at Diamond Hill Financial Trends Fund, Inc. from 1991 to 2007, an Executive Vice President at John Hancock Advisers, Inc. from 1985 to 2005, an Executive Vice President at Manulife Investment Management (US) LLC from 2006 to 2007, a Portfolio Manager at John Hancock Regional Bank Fund from 1985 to 2007, a Portfolio Manager at Hartford Insurance Company of the Midwest, and the President of BancAnalysts Association of Boston.
Mr. Schmidt's education includes an undergraduate degree from Brown University and a graduate degree from Massachusetts Institute of Technology.
Posizioni attive di James K. Schmidt
| Società | Posizione | Inizio |
|---|---|---|
KBW LLC
KBW LLC Investment Banks/BrokersFinance Provides investment banking and financial services | Direttore/Membro del Consiglio | 06/06/2007 |
Precedenti posizioni note di James K. Schmidt
| Società | Posizione | Fine |
|---|---|---|
Herald National Bank
Herald National Bank Major BanksFinance Provides commerical banking services | Direttore/Membro del Consiglio | 31/03/2011 |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities. | Membro del Comitato di Investimento | 30/04/2007 |
John Hancock Regional Bank Fund
John Hancock Regional Bank Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | 01/04/2007 |
Diamond Hill Financial Trends Fund
Diamond Hill Financial Trends Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 01/04/2007 |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas. | Membro del Comitato di Investimento | 31/12/2005 |
Formazione di James K. Schmidt
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 11 |
|---|---|
KBW LLC
KBW LLC Investment Banks/BrokersFinance Provides investment banking and financial services | Finance |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities. | Finance |
John Hancock Regional Bank Fund
John Hancock Regional Bank Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Diamond Hill Financial Trends Fund
Diamond Hill Financial Trends Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
Hartford Insurance Company of the Midwest
Hartford Insurance Company of the Midwest Multi-Line InsuranceFinance Provides auto, home and business insurance & employee benefits services | Finance |
Vinfen Corp.
Vinfen Corp. Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit, health and human organization that provides services to people with disabilities | Commercial Services |
BancAnalysts Association of Boston | |
Herald National Bank
Herald National Bank Major BanksFinance Provides commerical banking services | Finance |
















