Pamela Fettig Schmitt

Directeur/Membre du Conseil chez

Cincinnati Ballet

Consumer Services

Finance

Profil

Ms. Pamela F.
Schmitt, CFA MBA, is a Managing Director & Senior Wealth Advisor at Mariner Wealth Advisors-Cincinnati LLC.
She is on the Board of Directors at Cincinnati Ballet.
She works with high-net-worth individuals, foundations, endowments and retirement plans.
She has experience in the review and analysis of equity and fixed income investments, both in the secondary market and on a direct investment basis, having worked on mergers and acquisitions as well as asset-liability management within a large bank environment.
She has experience at helping individuals transition to financial independence after life-altering events, such as the death of a spouse or divorce, and in projecting the long-term financial implications of divorce settlements.
Prior to joining Mariner Wealth Advisors, she was a Vice President and Senior Portfolio Manager at Fifth Third Asset Management.
She was responsible for the investment relationships of institutional clients such as endowments, foundations and pension plans.
Previously, she was Vice President and a Portfolio Manager at Commerce Bancshares in St. Louis, where she managed investment portfolios for both institutional and high-net-worth clients.
She also served as the firm’s financial-stock analyst for both the Value and Core equity strategies.
Pamela spent 10 years at Commerce, working in corporate credit analysis, mergers and acquisitions, and asset liability management prior to becoming a portfolio manager.
Ms. Schmitt received a Bachelor of Science in business administration degree with a minor in Japanese studies from Washington University in St. Louis, Missouri.
She received an Master’s of Business Administration degree in finance from the University of Missouri – St. Louis.
She holds the Chartered Financial Analyst and Certified Divorce Financial Analyst designations.
She is a member of the CFA Institute as well as the CFA Society of Cincinnati.

Postes actifs de Pamela Fettig Schmitt

Sociétés	Poste	Début
Cincinnati Ballet Cincinnati Ballet Movies/EntertainmentConsumer Services Engages in performing ballet dance	Directeur/Membre du Conseil	-
Cincinnati Symphony Orchestra Cincinnati Symphony Orchestra Movies/EntertainmentConsumer Services Provides live orchestra presentations	Directeur/Membre du Conseil	-

Tous les postes actifs de Pamela Fettig Schmitt

Anciens postes connus de Pamela Fettig Schmitt

Sociétés	Poste	Fin
ClearArc Capital, Inc. ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital offers a broad array of equity, fixed income and specialty investment strategies as well as customized portfolios. Clients within each investment strategy share similar investment objectives. Additionally, the firm offers a passive equity index product. Their investment strategies include: Large-Cap Equity Index SRI, Core Fixed Income, Intermediate Government, Intermediate Government/ Credit Fixed Income, 1-3 Year Government LAM, 1-3 Year Government/ Corporate LAM, and Short Term Maturity LAM.	Gestionnaire de Portefeuille-Actions	31/12/2007
COMMERCE BANCSHARES, INC.	Corporate Officer/Principal	-
Mariner Wealth Advisors-Cincinnati LLC Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income.	Gestionnaire de Portefeuille-Actions	-

Voir l'expérience en détail de Pamela Fettig Schmitt

Formation de Pamela Fettig Schmitt

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Pamela Fettig Schmitt

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	7
Commerce Bancshares, Inc. (Missouri) Commerce Bancshares, Inc. (Missouri) Regional BanksFinance Operates as a bank holding company for commerce bank	Finance
Washington University in St. Louis Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ClearArc Capital, Inc. ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital offers a broad array of equity, fixed income and specialty investment strategies as well as customized portfolios. Clients within each investment strategy share similar investment objectives. Additionally, the firm offers a passive equity index product. Their investment strategies include: Large-Cap Equity Index SRI, Core Fixed Income, Intermediate Government, Intermediate Government/ Credit Fixed Income, 1-3 Year Government LAM, 1-3 Year Government/ Corporate LAM, and Short Term Maturity LAM.	Finance
Mariner Wealth Advisors-Cincinnati LLC Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Riverpoint Capital Management (RCM) employs proprietary investment and analysis and an efficient investment selection process that seeks to identify companies with dominant market shares within their industries; with balance sheets that demonstrate financial strength and flexibility; and that generate strong consistent earnings. The firm's investment process relies on quantitative, fundamental and technical analysis, as well as a variety of proprietary models and analytical tools. They also seek to invest in companies with a history of treating shareholders equitably and companies with a history of dividend growth. RCM's investment approach is based on the premise that diversification is key to protecting their clients' investments. The firm seeks to provide clients with well-diversified portfolios consisting of multiple asset classes. They seek to help clients meet their investment objectives with the least amount of risk. RCM diversifies portfolios across multiple asset classes including cash, bonds, stocks and alternative investments. All of their investments are publicly-traded, liquid investments that are listed on a major US exchange. RCM considers investments in: (1) cash including high-quality money market funds (2) fixed-income securities including high-quality corporate bonds, US Treasuries, municipal bonds and preferred stock (3) large-cap, mid-cap and small-cap growth and value stocks, dividend growth stocks and international equities and (4) alternative investments including REITs, commodities, MLPs, high-yield bonds and long/short funds. RCM's bond management strategy is designed to deliver attractive after-tax returns while reducing risk. They invest in fixed-income securities to reduce the volatility of clients' portfolios while increasing income. RCM has extensive experience in managing bond portfolios through all economic and market cycles. Their fixed-income investment strategy begins with an analysis of the financial and economic outlook as it relates to interest rates. RCM then determines the maturity, duration and credit quality of the bonds to be selected. They focus on high-quality bonds that generate consistent, dependable income.	Finance
University of Missouri University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cincinnati Ballet Cincinnati Ballet Movies/EntertainmentConsumer Services Engages in performing ballet dance	Consumer Services
Cincinnati Symphony Orchestra Cincinnati Symphony Orchestra Movies/EntertainmentConsumer Services Provides live orchestra presentations	Consumer Services