Meet The Team

Michael Schmidt, CFA®

Michael Schmidt, CFA®

Wealth & Trust



Michael manages investments for individuals, institutions, trusts, foundations and endowments. He has over 30 years of experience as an analyst, strategist, portfolio manager, trader and consultant formerly with Bank of NY and Wells Fargo.

Michael has published numerous articles covering economics, Monetary/Fiscal policy, security analysis and asset allocation. Michael is a member of the Educational Advisory Board and has taught graduate level prep courses to students preparing for the CFA testing. He served as a Chairperson and Arbitrator for FINRA’s Dispute Resolution Board and has testified as an expert witness in cases regarding misconduct and mismanagement of assets. He earned an MBA from Loyola University of Chicago, and holds a Chartered Financial Analyst® (CFA)1 designation. His local community commitments include the Leukemia Lymphoma Society, PBC Literacy Coalition, Financial Analysts Society and PBC Financing Committee.

(1) The Chartered Financial Analyst® (CFA) credential is the most respected and widely recognized investment management designation in the world.

Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit