Susan J. Schmidt, CFA
Managing Director
U.S. Value Equity

Chicago, IL
+1 312.595.6926

Area of Focus: U.S. Value Equity Investing

Profile:
  • Co-portfolio manager for the small cap value portfolio
  • Portfolio manager for the mid cap value, smid cap value and micro cap value portfolios
  • Previously was an equity analyst at Essex Investment Management Company, responsible for the technology, transportation and financial sector investments in the micro, small and mid cap portfolios
  • CFA Charterholder
Education:
  • B.A., Smith College, magna cum laude
  • M.B.A., The Kellogg School of Management at Northwestern University
  • General course diploma, London School of Economics
Affiliations:
  • CFA Institute, member