Michael Schmidt

Summary

• 20+ years of professional experience in the financial markets
• CFA charter and contributor to the CFA Institute as part of the Educational Advisory Board
• Staff member of FINRA's Dispute Resolution Board as an arbitrator and chairperson

Experience

Michael Schmidt earned an MBA from Loyola University of Chicago and is a CFA charterholder. Mr. Schmidt contributes to the CFA Institute as part of the Educational Advisory Board and has been part of the annual grading team since 2001. Michael has been writing professionally for over 20 years on a vast range of financial, economic, and political topics. He has been working in the field since 1986 as an analyst, portfolio manager, and an institutional investment consultant with Bank of NY Mellon, Evergreen Investments, Mercer Consulting, INDATA, and Coastal Asset Management.

As an analyst he provides buy-side research for both internal use and published for investors. As a portfolio manager, he has managed investment portfolios for the institutional and the ultra-high net-worth arena with specialties in value, high yield, and quantitative equity styles, as well as multiple fixed income strategies. Mr. Schmidt is also a staff member of FINRA's Dispute Resolution Board as an arbitrator and chairperson. He has also testified as an expert witness in arbitrations and security litigation in over 40 cases of suitability, asset allocation, supervision, and churning. Michael is a frequent guest speaker and has been quoted in The Wall Street Journal and Pension Investments magazine.

Education

Michael earned his MBA from Loyola University of Chicago.