Kirk Schmitt, CFP^®, CFA, is a Portfolio Manager in Glenmede’s Ohio office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. He partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Prior to joining Glenmede, Mr. Schmitt was responsible for portfolio management and investment strategy at the Community Trust and Investment Company in Lexington, Kentucky. In this role, Mr. Schmitt worked closely with clients and was responsible for all aspects of portfolio construction, risk management and optimization. Previously, Mr. Schmitt gained experience at Victory Capital Management, where he managed a mid-cap core equity strategy.

Mr. Schmitt earned his Masters of Business Administration degree from Virginia Commonwealth University and a Bachelor of Science degree in business administration from West Virginia University. He earned the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™. Mr. Schmitt received his Fundamentals of Alternative Investments Certificate from the CAIA Association.