Matt Schmidt

Institutional Sales and Relationship Manager

 

Contact

800 Nicollet Mall
Minneapolis, MN 55402

matt.schmidt@pfmam.com
612.518.2531 office

Education
B.S. Degrees in Finance and Business Economics
Marquette University

MBA
Hamline University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFMAM: 2024

Started in the Field: 2001

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Matt is an institutional sales and relationship manager in the Minneapolis office. He is responsible for managing client relationships in the upper Midwest, assisting municipalities, school districts and other institutional entities with their overall investment needs. He provides a range of investment advisory and consulting services, including advising clients in investment pools, structuring investment portfolios, cash flow forecasting and investment policy development.

Matt enjoys volunteering in his community, and he is currently a committee member and treasurer for a Northern Star Scouts BSA Troop and enjoys coaching his kids’ sports teams. 

 

Contact

800 Nicollet Mall
Minneapolis, MN 55402

matt.schmidt@pfmam.com
612.518.2531 office

Education
B.S. Degrees in Finance and Business Economics
Marquette University

MBA
Hamline University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

Started with PFMAM: 2024

Started in the Field: 2001

Print/Save as PDF

Download Vcard