Matt Joseph Schmidt
Analyst-Equity presso Violich Capital Management
Profilo
Mr. Matt J.
Schmidt, CFA, is a Portfolio Manager & Research Analyst at Violich Capital Management.
He joined Violich Capital in 2014.
He began his career with Wentworth, Hauser & Violich (now WHV Investment Management) in 1997 where he worked with Paul Violich and other members of the Violich Capital team as an equity trader and associate.
Matt was subsequently employed at mPower Advisors and State Street, and he joined Dodge & Cox in 2003 as a portfolio management associate, contributing to equity research and client communications.
In 2008, he joined Stewart & Patten as a research analyst and was promoted to Director of Research.
He is a Chartered Financial Analyst charter holder, and a member of the CFA Institute and the CFA Society of San Francisco.
Posizioni attive di Matt Joseph Schmidt
Società | Posizione | Inizio |
---|---|---|
Violich Capital Management
Violich Capital Management Investment ManagersFinance Founded by Paul Violich in 1999, Violich Capital Management is a registered investment advisor located in San Francisco. The firm was formerly known as Paul A. Violich, Inc. They provide investment management services to individual and institutional clients. | Analyst-Equity | 01/01/2014 |
Precedenti posizioni note di Matt Joseph Schmidt
Società | Posizione | Fine |
---|---|---|
Stewart & Patten Co. LLC
Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Direttore della Ricerca - Azioni | 28/02/2014 |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Corporate Officer/Principal | - |
The Wentworth Co., Inc.
The Wentworth Co., Inc. Personnel ServicesCommercial Services The Wentworth Co., Inc. provides recruitment services for professional, technical, managerial, and executive positions. It serves information technology, construction, finance, retail, manufacturing, and health care industries. The company was founded in 1984 and is headquartered in San Pedro, CA. | Corporate Officer/Principal | - |
mPower Advisors LLC
mPower Advisors LLC Investment ManagersFinance mPower Advisors LLC provided investment advisory services. Its services included wealth management tools for financial institutions and advisors. The firm offered online investment advisory services. The company was founded by Steve Barham in 1995 and was headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Formazione di Matt Joseph Schmidt
Georgetown University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 7 |
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State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Dodge & Cox
Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Finance |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Stewart & Patten Co. LLC
Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten Co. LLC (Stewart & Patten) is a SEC-registered investment advisor and wealth management firm headquartered in Lafayette, California. The firm was founded by John (Jack) Stewart and Ronald Patten in 1965. In 1998, they became a Limited Liability Company (LLC) within the State of California. Stewart & Patten provides independent and unbiased investment management. Although most of their clients are individuals, some clients are trusts, charitable foundations, retirement plans, estates, or corporations. | Finance |
Violich Capital Management
Violich Capital Management Investment ManagersFinance Founded by Paul Violich in 1999, Violich Capital Management is a registered investment advisor located in San Francisco. The firm was formerly known as Paul A. Violich, Inc. They provide investment management services to individual and institutional clients. | Finance |
The Wentworth Co., Inc.
The Wentworth Co., Inc. Personnel ServicesCommercial Services The Wentworth Co., Inc. provides recruitment services for professional, technical, managerial, and executive positions. It serves information technology, construction, finance, retail, manufacturing, and health care industries. The company was founded in 1984 and is headquartered in San Pedro, CA. | Commercial Services |
mPower Advisors LLC
mPower Advisors LLC Investment ManagersFinance mPower Advisors LLC provided investment advisory services. Its services included wealth management tools for financial institutions and advisors. The firm offered online investment advisory services. The company was founded by Steve Barham in 1995 and was headquartered in San Francisco, CA. | Finance |
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