Philip Schmitt, CIMA

  • Bachelor of Arts, Economics, Portland State University
  • Masters of Business Administration, University of Portland
  • Certified Investment Management Analyst (CIMA)

Philip is a Research Director at AndCo. He serves client needs by conducting investment manager due diligence within most areas of the fixed income investments space.

Philip has over 20 years of investment research experience covering many areas of investment oversight and due diligence, including strategic and tactical asset allocations. He has extensive knowledge on fixed income investment recommendations and due diligence. Prior to joining AndCo, Philip was a Senior Research Associate – Fixed Income and Multi-asset at Verus Investments. During his time there, he managed portfolios comprising of $140 billion in numerous fixed income and multi-asset strategies. Philip also worked at Confluence Wealth Management as a Senior Portfolio Manager.