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Jeffrey T. Schmitz, CFA

  • Vice President, Portfolio Manager
Jeffrey Schmitz

About Jeffrey

Jeffrey T. Schmitz, CFA, is the co-manager of the High Yield Bond and Real Asset Income strategies and related institutional portfolios.

He has co-managed High Yield Bond since 2008 and Real Asset Income since its inception in 2011. He is also a member of the High-Yield Credit and the Emerging Markets Sector Teams. In his co-manager roles, he conducts credit analysis and monitors credit quality for debt securities, focusing on energy, healthcare and pharmaceuticals, technology, and emerging market corporates. He began working in the financial industry in 1987 and joined the firm in 2006.

Previously, Jeff worked as a senior credit research analyst at Deephaven Capital Management and as a trading risk manager at Cargill Financial Services. He also held various risk oversight roles with the Office of the Comptroller of the Currency.

Jeff received a B.A. in finance from the University of St. Thomas and an M.B.A. in finance from the University of Minnesota’s Carlson School of Management. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota.
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