Jeff Schmidt, CFA
Director of Investments
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.
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 (go Sooners!). He also loves outdoor activities in the green scenery of the Pacific Northwest.
- CFA Charter, 2009, CFA Institute
- CFA Society of Portland
- CFA Institute
- Bachelor of Arts, Finance, University of Washington, 2003
- Bachelor of Arts, Economics, University of Washington, 2004