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Matthew Schmidt

Matthew Schmidt

Portfolio Manager and Research Analyst at Violich Capital Management, Inc.

San Francisco, CA , United States

About

Matthew Schmidt is an experienced investment professional currently based in San Francisco, California, where he served as Portfolio Manager and Research Analyst at Violich Capital Management from 2014 to September 2023. In this role, he was responsible for portfolio management, fundamental research, and investment decision-making for a range of client accounts, focusing primarily on high-net-worth individuals, families, and institutional clients.

Schmidt's specific expertise centers on the management and analysis of public equities and fixed income securities, applying a disciplined, research-driven approach to constructing diversified investment portfolios. Throughout his career, he has developed extensive knowledge across sectors including technology, consumer goods, and financials, reflecting the broad asset allocation requirements of his clients.

Prior to joining Violich Capital Management, Schmidt held key roles at Stewart & Patten, first as an Equity Analyst and later as Director of Equity Research, where he honed his skills in fundamental company evaluation and investment strategy. He holds a Bachelor of Arts in Economics and Psychology from Georgetown University, providing a solid foundation in both financial analysis and behavioral insights.

Career History

OrganizationRoleDate RangeDetails
Violich Capital ManagementPortfolio Manager and Research AnalystJan 2014 to Present
Stewart & PattenDirector, Equity ResearchJan 2011 to Jan 2014
Stewart & PattenEquity AnalystJan 2008 to Jan 2011
Dodge & CoxPortfolio Manager AssociateJan 2003 to Jan 2008
State StreetSenior AnalystJan 2002 to Jan 2003
Mpower AdvisorsAnalystJan 1999 to Jan 2001
WHV Investments, Inc.Equity TraderJan 1997 to Jan 1999

Education

Georgetown University

Bachelor of Arts, Economics, Psychology

1992 1996

St. Ignatius College Preparatory

1988 1992

Skills & Expertise

Equities
Portfolio Management
Equity Research
Investments
Financial Modeling
Valuation
Bloomberg
Investment Management
Financial Analysis
Mutual Funds
Equity Valuation
Asset Allocation
Due Diligence
Securities
Financial Markets
Corporate Finance

Others at Violich Capital Management, Inc. (2)

NameRoleLocation
Adam Violich
Adam Violich
PresidentSan Francisco, CA , United States
P
Paul Violich
PresidentKentfield, CA , United States