
Jeff Schmidt, CFA
Director of Investments, Shareholder
jeff@vcmi.net | 503 731 7304 | LinkedIn
Jeff leads the investment team along with John and is key to the development and management of Vision’s asset allocation strategy.
To say that Jeff is detail-oriented is an understatement. He thrives off of learning new things and has always been excited by economics and capital market theory. Thankfully, he gets to put his passion to work every day as he’s researching companies. Jeff’s thirst for knowledge and collection of lesser-known facts makes him a great conversationalist, especially on the topic of college football. In his free time, he enjoys exploring the Pacific Northwest outdoors.
DESIGNATIONS
- CFA Charter, 2009, CFA Institute
ASSOCIATIONS
- CFA Society of Portland
- CFA Institute
CURRENT
- Treasurer, Parent Teacher Association, Bridlemile Elementary School
- Bachelor of Arts, Economics, University of Washington
- Bachelor of Arts, Finance, University of Washington