- • 20+ years 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
Michael Schmidt, CFA earned an MBA from Loyola University of Chicago and is a Chartered Financial Analyst (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 working 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.
Michael earned an MBA from Loyola University of Chicago.
Investopedia and Dotdash
Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.