Richard Schmidt, Cfa
About Richard Schmidt, Cfa
Richard Schmidt is an Associate Portfolio Manager at MD Financial Management, where he has worked since 2020. He has extensive experience in investment management, having held various roles at the firm since 2013 and managing approximately $13 billion in assets.
Current Role at MD Financial Management
Richard Schmidt serves as an Associate Portfolio Manager at MD Financial Management | Gestion financière MD, a position he has held since 2020. In this role, he is responsible for managing approximately $13 billion in assets under management (AUM) for the firm's North American Equity Funds, Pools, and Segregated Portfolios. His responsibilities include overseeing the management of North American equity portfolios, a role he has been involved in since December 2020.
Previous Positions at MD Financial Management
Richard Schmidt has held multiple positions at MD Financial Management | Gestion financière MD. He worked as a Quantitative Investment Analyst from 2016 to 2020, focusing on investment strategy and management. Prior to that, he served as an Investment Analyst from 2014 to 2016 and as a Client Portfolio Trader for a brief period in 2013. Additionally, he held the role of Senior Investment Analyst for 10 months in 2020 and worked as a Junior Investment Analyst from 2011 to 2013.
Education and Qualifications
Richard Schmidt studied at Carleton University, where he earned a Bachelor of Commerce degree with a focus on Finance from 2008 to 2012. He also attended Hillcrest High School from 2004 to 2008. During his time at Carleton University, he served as a Teacher's Assistant for various courses at the Sprott School of Business, including Strategic Management and Business Information & Communication Technologies.
Teaching Experience
Richard Schmidt has teaching experience at the Sprott School of Business - Carleton University. He worked as a Teacher’s Assistant for the Strategic Management – Capstone Course in 2012. Additionally, he held the position of Head Teaching Assistant for Business Information & Communication Technologies from 2011 to 2012 and served as a Teacher's Assistant for Introduction to Business Information and Communication Technologies from 2010 to 2011.