Pete Schmit, CFA, CAIA
Senior Director
Biography
As a member of the Client Portfolio Team, Pete is responsible for consultant and client relationship management. In this role, he partners with consultants and clients around Galliard portfolio strategy, account performance, servicing/reporting needs and market developments/new solutions. In addition, Pete assists with business development initiatives and contributes to client communications and product positioning materials.
EXPERIENCE
•Joined Galliard in 2014
•Previously a fixed income manager research consultant at Towers Watson
•Has worked in the investment industry since 2006
EDUCATION
•B.S., Finance, University of Northern Iowa
•CFA® charterholder
•CAIA® charterholder
MEMBERSHIPS
•Academy of Finance Mentors
•CFA Society Minnesota
•CAIA Society Minnesota