Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

  • About
    • Our Story
    • The Team
      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
    • Careers
  • Services
    • Financial Planning
    • Life Transitions
    • Investing and Planning for Women
  • Investment Management
    • Personal Investing
    • Portfolio Construction
      • Global Dynamic Strategy
      • Environmental Social Governance
      • Large Cap Growth
      • Large Cap Dividend Growth
      • Corporate Bonds
      • Derivative Strategies
    • Institutional Investing
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  • Client Portal
  • Contact

Jeffrey Schmidt, CFA

Jeff Schmidt Director of Investments

Jeff Schmidt, CFA

Director of Investments, Shareholder

jeff@vcmi.net | 503 731 7304 | LinkedIn
Jeff leads the investment team along with John and was key to the development of Vision’s asset allocation strategy. He has been in the industry since 2002 and joined Vision Capital in 2010.
  • About Jeff
  • Professional
  • Education
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 makes him a great conversationalist because he keeps track of all kinds of facts, especially college football. He also loves outdoor activities in the green scenery of the Pacific Northwest.

DESIGNATIONS

  • CFA Charter, 2009, CFA Institute

ASSOCIATIONS

  • CFA Society of Portland
  • CFA Institute
  • Bachelor of Arts, Finance, University of Washington, 2003
  • Bachelor of Arts, Economics, University of Washington, 2004

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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