Sign in

You're signed outSign in or to get full access.

JS

Joshua Schmidt

Business Development Analyst at Harbor Capital Advisors, Inc.

Chicago, IL , United States

About

Joshua Schmidt is currently an analyst at Harbor Capital Advisors, Inc. based in Chicago, IL. In his role, he is responsible for supporting investment research, financial analysis, and the evaluation of potential investment opportunities. His background demonstrates a strong grounding in accounting and finance, cultivated through both academic achievement and practical experience.

Schmidt graduated from Illinois State University with a Bachelor of Science in Accounting and Finance in 2022. His academic credentials provide a foundation in financial analysis and research methodologies, equipping him to effectively contribute to Harbor Capital Advisors' investment strategy and decision-making processes.

While specific sectors or asset classes that Schmidt focuses on at Harbor Capital Advisors are not detailed in available public information, his expertise in accounting and finance suggests a broad analytical capability relevant to a range of equity and fixed income investments. As a recent entrant to the investment management industry, his notable achievements are primarily academic, with a focus on developing a strong platform for future contributions to asset management and financial research.

Career History

OrganizationRoleDate RangeDetails
Harbor Capital Advisors, Inc.Business Development AnalystJun 2023 to Present
Harbor Capital Advisors, Inc.Shareholder Service Representative 1Jun 2022 to Jun 2023
TMC TransportationLogistics CoordinatorJun 2021 to Aug 2021

Education

Illinois State University

Bachelor of Science - BS, Accounting and Finance

2018 2022

Others at Harbor Capital Advisors, Inc. (25)

NameRoleLocation
C
Chase Bower
Senior Vice PresidentMalvern, PA , United States
Jeff Markarian
Jeff Markarian
Managing DirectorElmhurst, IL , United States
Joseph Shields
Joseph Shields
Vice President, Business Development ManagerChicago, IL , United States
L
Lindsey Houghton
Managing DirectorNJ , United States
S
Spenser Lerner
Managing Director, Head of Multi Asset SolutionsNew York, NY , United States
Stephen Cook
Stephen Cook
Managing DirectorNew York, NY , United States
A
Adam G.
Product Intelligence AnalystBoston, MA , United States
Alexandra Gill
Alexandra Gill
Business Development AnalystChicago, IL , United States
A
Alexandra Richardson
Vice President, Head of Client Engagement, Harbor Funds Distributors, IncBoston, MA , United States
A
Andrew Akwaah
Security AnalystChicago, IL , United States
Showing 1-10 of 25 team members

Similar Fund Managers

NameRoleFundLocation
David Kjellman
David Kjellman
VP, Senior Trading SpecialistGeowealth Management, LLCChicago, IL , United States
Ivo Ivanov
Ivo Ivanov
Chief Investment OfficerGeowealth Management, LLCStamford, CT , United States
Alonso Serrano
Alonso Serrano
Trading AnalystKovitz Investment Group Partners, LLCChicago, IL , United States
Bruce Weininger
Bruce Weininger
PrincipalKovitz Investment Group Partners, LLCChicago, IL , United States