Jeff Schmidt

Research Analyst at Blair William & Co/il

Jeff Schmitt is a Research Analyst at William Blair & Company, L.L.C., specializing in the financial services and technology sectors. He covers prominent companies such as Charles Schwab (SCHW), SEI Investments Company (SEIC), MarketAxess Holdings (MKTX), and Tradeweb Markets (TW), and his performance as a Wall Street analyst is ranked at 3.51 stars on TipRanks, with a success rate of 62% and an average return per recommendation of 7.6%—notably delivering his most profitable call with a 65.3% return on AMK stock from July 2022 to July 2023. Schmitt joined William Blair in 2014 after previous roles as Vice President in investment banking at Macquarie Capital and Fox-Pitt Kelton, where he focused on mergers and acquisitions in financial services, and he holds a B.S. in Finance with high honors from the University of Illinois at Urbana-Champaign; no specific FINRA registrations, securities licenses, or public recognition of additional professional certifications were identified. Schmitt is recognized for maintaining timely and data-driven research coverage, with recent highlights including strong Buy ratings on Charles Schwab and Hold recommendations for SEI Investments, reflecting a balanced and strategic analytical approach.