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Matt Schmidt
Gestionnaire de Portefeuille-Actions chez
Parallel Advisors LLC
Profil
Matt Joseph Schmidt currently works at Parallel Advisors LLC, as Wealth Advisor from 2023.
Mr. Schmidt also formerly worked at Stewart & Patten Co. LLC, as Director of Equity Research from 2011 to 2014, WHV Investments, Inc., as Principal, State Street Bank & Trust Co., as Principal, Violich Capital Management, as Portfolio Manager & Research Analyst from 2014 to 2023, Dodge & Cox, as Portfolio Manager, The Wentworth Co., Inc., as Principal, and mPower Advisors LLC, as Principal.
Mr. Schmidt received his undergraduate degree in 1996 from Georgetown University.
Postes actifs de Matt Schmidt
| Sociétés | Poste | Début |
|---|---|---|
Parallel Advisors LLC
 Parallel Advisors LLC Investment ManagersFinance Parallel is a long-term strategic asset allocator seeking superior risk-adjusted returns by staying fully invested and diversified across market cycles. The firm aims for consistent and predictable returns rather than opportunistic or market-timed approaches to deliver clients the best chance to meet their goals. They are decentralized and look to leverage multiple strategic partners when making asset allocation and manager selection decisions. Parallel favors a balanced approach, taking advantage of active management in more inefficient / esoteric asset classes and letting passive management do the work within efficient asset classes. | Gestionnaire de Portefeuille-Actions | 01/09/2023 |
Anciens postes connus de Matt Schmidt
| Sociétés | Poste | Fin |
|---|---|---|
Violich Capital Management
 Violich Capital Management Investment ManagersFinance VCM portfolios are invested in a conservatively weighted combination of large capitalization equities and fixed income securities. The balance of fixed income securities and large capitalization equities is based on each client’s particular situation with the objective of protecting principal while achieving capital appreciation. They also provide a small capitalization equity strategy to a small number of clients who are willing to assume more risk for potentially higher returns. Their investment strategy focuses on a blended top-down/bottom-up approach to construct an effective portfolio. | Analyst-Equity | 01/09/2023 |
Stewart & Patten Co. LLC
 Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten is a conservative and income-orientated investor that focuses on financially strong companies with medium to large-cap. They invest client portfolios in stocks, taxable and tax-exempt bonds, and short-term instruments such as Treasury bills and money market funds. The firm selects stock paying dividends, where their fundamental analysis suggests good prospects for additional profit and dividend growth. A typical portfolio contains 25 to 30 stocks. | Directeur de la Recherche - Actions | 28/02/2014 |
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing. | Corporate Officer/Principal | - |
The Wentworth Co., Inc.
 The Wentworth Co., Inc. Personnel ServicesCommercial Services Provides recruitment services | Corporate Officer/Principal | - |
mPower Advisors LLC
 mPower Advisors LLC Investment ManagersFinance Offers investment advice | Corporate Officer/Principal | - |
Formation de Matt Schmidt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Dodge & Cox
 Dodge & Cox Investment ManagersFinance Dodge & Cox aims to deliver superior long-term investment results across a range of economic and market scenarios to enable clients to achieve their financial goals. The firm employs in-house, fundamental bottom-up research, a rigorous valuation discipline, and maintains a long-term investment horizon. Their approach to active management combines deep fundamental research with team-based decision making. | Finance |
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance WHV Investments' investment strategies include Global Equity, International Equity and Small Cap Equity. The firm believes clients can benefit from a focused, consistent and repeatable approach to investment management across all asset classes. They seek to build high conviction portfolios from their best ideas and make investment decisions based on a long-term horizon that supports the goals of each client. WHV employs a Growth at a Reasonable Price (GARP) approach to domestic equity investment management. Their international and global equity strategies utilize a growth-oriented, top-down sector allocation approach. WHV's security analysis methods include fundamental, technical, and cyclical analysis. They primarily invest for relatively long time horizons, often for a year or more. Their strategies do not involve frequent trading of securities. However, market developments may lead them to buy or sell securities more quickly. WHV doesn't invest in IPOs or private placements, nor do they engage in short selling or option writing. | Finance |
Stewart & Patten Co. LLC
Stewart & Patten Co. LLC Investment ManagersFinance Stewart & Patten is a conservative and income-orientated investor that focuses on financially strong companies with medium to large-cap. They invest client portfolios in stocks, taxable and tax-exempt bonds, and short-term instruments such as Treasury bills and money market funds. The firm selects stock paying dividends, where their fundamental analysis suggests good prospects for additional profit and dividend growth. A typical portfolio contains 25 to 30 stocks. | Finance |
Violich Capital Management
Violich Capital Management Investment ManagersFinance VCM portfolios are invested in a conservatively weighted combination of large capitalization equities and fixed income securities. The balance of fixed income securities and large capitalization equities is based on each client’s particular situation with the objective of protecting principal while achieving capital appreciation. They also provide a small capitalization equity strategy to a small number of clients who are willing to assume more risk for potentially higher returns. Their investment strategy focuses on a blended top-down/bottom-up approach to construct an effective portfolio. | Finance |
Georgetown University
 Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wentworth Co., Inc.
The Wentworth Co., Inc. Personnel ServicesCommercial Services Provides recruitment services | Commercial Services |
mPower Advisors LLC
mPower Advisors LLC Investment ManagersFinance Offers investment advice | Finance |
Parallel Advisors LLC
Parallel Advisors LLC Investment ManagersFinance Parallel is a long-term strategic asset allocator seeking superior risk-adjusted returns by staying fully invested and diversified across market cycles. The firm aims for consistent and predictable returns rather than opportunistic or market-timed approaches to deliver clients the best chance to meet their goals. They are decentralized and look to leverage multiple strategic partners when making asset allocation and manager selection decisions. Parallel favors a balanced approach, taking advantage of active management in more inefficient / esoteric asset classes and letting passive management do the work within efficient asset classes. | Finance |
