Rob Schmidt, CFA

Rob Schmidt, CFA has a strong and diverse work background in the financial industry. Rob currently holds the position of Managing Director at Bridgepoint Investment Banking, a market-leading boutique investment bank that specializes in capital raising and M&A advisory solutions. Prior to this, Rob served as a Director at Stifel Financial Corp from February 2021 to September 2022 and as a Vice President from March 2017 to February 2021. Rob also worked at Jefferies as a Vice President from December 2015 to February 2017 and as an Associate from August 2012 to December 2015. Rob began their career at JPMorgan Private Bank as an Associate Banker from December 2007 to July 2010. Additionally, they gained experience in sales and account management as a National Account Executive at Global eProcure from July 2005 to December 2007. Throughout their career, Rob has demonstrated a results-oriented and strategic approach to their work in order to achieve impactful and value-driven outcomes for the companies they serve.

Rob Schmidt, CFA obtained their MBA degree with a focus on Finance, Accounting, and Entrepreneurship from The University of Chicago Booth School of Business, graduating in 2012. Prior to that, they completed their undergraduate studies at the University of Pennsylvania, earning a BA in International Relations in 2005. Rob attended Ridge High School from 1997 to 2001 for their high school education. Additionally, they had some educational experience at the Kyoto Center for Japan Studies, although specific details such as the duration or degree attained at this institution were not provided.