Pamela Fettig Schmitt

Pamela Fettig Schmitt

Directeur/Bestuurslid bij Cincinnati Ballet

Consumer Services
Finance

Profiel

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.

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Portefeuillebeheerder-Aandelen 31-12-2007
COMMERCE BANCSHARES, INC. Corporate Officer/Principal -
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Opleiding van Pamela Fettig Schmitt

Washington University in St. Louis Undergraduate Degree
University of Missouri Masters Business Admin

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