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Kirk Schmitt

Managing Director, Relationship Manager - Portfolio Management

Glenmede

United States, Ohio, Beachwood

About Me

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

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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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