You're signed outSign in or to get full access.
About
Kevin Schmitt is an Investment Manager at Foster & Motley, Inc. based in Cincinnati, OH, where he leads portfolio construction and investment research efforts for the firm’s clients. He focuses on a broad array of asset classes, with expertise in equities, fixed income, and alternative investments, aiming to deliver diversified solutions customized to individual client needs.
Before his current role, Kevin served as Associate Investment Manager at Foster & Motley and gained analytical experience as an Investment and Financial Analyst at Summer Hill Capital Partners. His career has been marked by strong analytical acumen and a client-centric investment approach developed through years of hands-on analysis across public and private markets.
Kevin holds a Bachelor of Business Administration in Accounting from the University of Notre Dame and has earned both the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant) designations, spotlighting his technical proficiency in financial analysis and investment management. He has contributed to innovative investment strategies and is recognized for his commitment to ongoing education and professional growth.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster & Motley, Inc. | Investment Manager | Jan 2025 to Present | As an Investment Manager at Foster & Motley, Inc., my mission is to help clients achieve financial security through the development and ongoing management of customized investment programs. Foster & M... |
| Foster & Motley, Inc. | Associate Investment Manager | Sep 2023 to Jan 2025 | — |
| Summer Hill, Inc. (Summer Hill Capital Partners) | Investment and Financial Analyst | Jul 2020 to Sep 2023 | Summer Hill Capital Partners is the investment management arm of Summer Hill, Inc., a single family office. Summer Hill Capital Partners manages a diversified investment portfolio, including overseei... |
| Deloitte | Audit and Assurance Analyst | Jun 2017 to Jul 2020 | Audit Assistant specializing in investment management and manufacturing clients |
| Deloitte | Audit and Assurance Intern | Jun 2016 to Aug 2016 | Prepared multiple work papers for the equity section in the 10K for a leading Fortune 500 company. Assessed and confirmed the client’s footnote regarding AOCI by matching the numbers with existing sch... |
| Deloitte AERS Advisory Case Competition | Team Member | Feb 2015 to Mar 2015 | Finalist in a case competition with two other sophomores and a junior against other upperclassmen teams. Planned and developed a new procurement process model for a manufacturing company in order to i... |
| Student International Business Council (SIBC) | Team Member | Sep 2014 to Dec 2014 | Member of a group of 14 students who planned and developed a solution to an ERP integration for two multinational oil and gas companies. Increased knowledge of two tier and one tier ERP systems, and t... |
| Cassidy Turley Commercial Real Estate | Real Estate Services Intern | Jun 2014 to Aug 2014 | Constructed Pivot Tables for quick comparison of square feet per client and services, then differentiated and categorized clients based on the services provided to each of them. Designed a survey for ... |
Education
University of Notre Dame
Bachelor of Business Administration - BBA, Accounting
2013 — 2017
Archbishop Moeller High School
2009 — 2013
Others at Foster & Motley Inc. (11)
| Name | Role | Location |
|---|---|---|
B Bradley Soper | Investment Manager | Cincinnati, OH , United States |
C Cdfa® Rachel Rasmussen | Investment Manager and Shareholder | Cincinnati, OH , United States |
E Elizabeth Green | Investment Manager and Shareholder | Cincinnati, OH , United States |
 | Investment Manager | Cincinnati, OH , United States |
J J Ryan English | Investment Manager and Shareholder | Cincinnati, OH , United States |
 | Portfolio Manager and Shareholder | Cincinnati, OH , United States |
 | Portfolio Manager | Cincinnati, OH , United States |
Z Zach Horn | Managing Partner and President, Investment Manager and Shareholder | Cincinnati, OH , United States |
E Emily Hogya | Associate Investment Manager | United States |
J J. Burke | Associate portfolio Manager | Covington, KY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager | Gateway Investment Advisers LLC | Cincinnati, OH , United States |
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Gateway Investment Advisers LLC | Los Angeles, CA , United States |
 | Chief Investment Officer | Fifth Third Wealth Advisors LLC | United States |
