Matthew Schmidt, CFA®


Wealth Advisor
San Francisco

Run>Bike>Swing>Repeat. Thoroughly Average Piano Player. Seinfeld-watching Disorder.

Experience

Wealth Advisor / Shareholder (Sep 2023 to Present)
Parallel Advisors, LLC
San Francisco, CA

Portfolio Manager & Research Analyst (2014 - Sep 2023)
Violich Capital Management
San Francisco Bay Area


Education

Georgetown University
BA, Double Major, Economics & Psychology
1992 - 1996

matthew.schmidt@paralleladvisors.com

LinkedIn

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