Alexander J. Schmitz, CFP®

Alexander Schmitz

Financial Advisor

A seven year veteran of the firm, Alex is a CERTIFIED FINANCIAL PLANNER™ professional. He leads the team's client relationship management efforts including marketing, research, executing security transactions, and syndicate coordination.

Prior to joining the firm in 2007, Alex previously worked as an Analyst at Schmitz Capital Partners (2006-2007) and began his career as an intern at Morgan Stanley (2005-2006).

Alex earned a B.S in Finance from the Leeds School of Business at the University of Colorado at Boulder and completed coursework in Finance through the NYU School of Continuing and Professional Studies. He enjoys staying active by playing basketball, skiing, mountain biking and golf. A native of the Bay Area, Alex grew up in Mill Valley, CA.

Phone: 415.772.3094

Registered States: AL, AK, AZ, CA, CO, CT, DE. DC, FL, GE, HI, ID, IL, IN,IA, KS, KY,LA, ME, MD, MA, MI, MN,MS, MO, MT, NE, NV, NH, NJ,NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, WA, WI, WY

Investment products: Not FDIC insured · No bank guarantee · May lose value
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