Financial Advisor Portland Oregon

Vision Capital Management is recognized as one of the leading Financial Advisors in Portland Oregon. Visit our site to find out more

Jeffrey Schmidt, CFA

Jeff Schmidt Equity Portfolio Manager

Jeff Schmidt, CFA

Portfolio Manager

jeff@vcmi.net LinkedIn

DESIGNATIONS

  • CFA Charter, 2009, CFA Institute

ASSOCIATIONS

  • CFA Society Portland
  • CFA Institute

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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  • 1 SW Columbia, Suite 915, Portland, OR 97258
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