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Matthew Schmidt
Portfolio Manager and Research Analyst at Violich Capital Management, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Violich Capital Management | Portfolio Manager and Research Analyst | Jan 2014 to Present | — |
| Stewart & Patten | Director, Equity Research | Jan 2011 to Jan 2014 | — |
| Stewart & Patten | Equity Analyst | Jan 2008 to Jan 2011 | — |
| Dodge & Cox | Portfolio Manager Associate | Jan 2003 to Jan 2008 | — |
| State Street | Senior Analyst | Jan 2002 to Jan 2003 | — |
| Mpower Advisors | Analyst | Jan 1999 to Jan 2001 | — |
| WHV Investments, Inc. | Equity Trader | Jan 1997 to Jan 1999 | — |
Education
Georgetown University
Bachelor of Arts, Economics, Psychology
1992 — 1996
St. Ignatius College Preparatory
1988 — 1992
Skills & Expertise
Others at Violich Capital Management, Inc. (2)
| Name | Role | Location |
|---|---|---|
| President | San Francisco, CA , United States | |
P Paul Violich | President | Kentfield, CA , United States |