Kirk Schmitt, CFA, CFP® is a Portfolio Manager in Glenmede’s Ohio office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. He partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled. Prior to joining Glenmede, Mr. Schmitt was responsible for portfolio management and investment strategy at the Community Trust and Investment Company in Lexington, Kentucky. In this role, Mr. Schmitt worked closely with clients and was responsible for all aspects of portfolio construction, risk management

Kirk Schmitt
Managing Director, Relationship Manager - Portfolio Management
Glenmede
United States, Ohio, Beachwood
About Me
Profile Information
Managing Director, Relationship Manager - Portfolio Management
Glenmede
Investment Team,Operations Team
Investor
Fund of Funds
Beachwood
Ohio
United States
Oct 9, 2024
Work Experience
Glenmede
Managing Director, Relationship Manager - Portfolio Management Dec 2023 - Present
Email: kirk.schmitt@glenmede.com
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