Matt J. Schmitt, CFA

Matt J. Schmitt, CFA Senior Vice President, Portfolio Manager

Expertise

Portfolio manager working with both individual and institutional clients to achieve their financial goals.

Experience

Matt joined the organization in 2025 with over 30 years of experience in the financial service industry.

Prior to joining, Matt spent the past 23 years with Commerce Trust, most recently as a senior portfolio manager and director of equity strategy. In addition, he was the lead portfolio manager on two value equity mutual funds.

Education

BSBA in Business Management, Drake University

Chartered Financial Analyst® charterholder

Professional / Civic Affiliations

CFA Institute, Member

CFA Society Kansas City, Member

Our People

William Koehler, CFA
President
Mark Allison, CFP®
Executive Vice President, Portfolio Manager
Stuart Berkley, CFA
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Meredith Bittle, CFA
Portfolio Manager, Head of Municipal Bond Research
John Callegari, CFA
Senior Vice President, Portfolio Manager
Ute Clune
Managing Director, Trust Investment Solutions
Dustin Cook
Portfolio Analyst
William Courtney
Senior Vice President, Co-Chief Investment Officer, Select Growth
Michael S. Fasone
Vice President, Portfolio Manager
James Fields, CFA
Senior Vice President, Portfolio Manager
Josh Fultz, CFP®
Portfolio Manager, Wealth Strategist
Bryan Grustas
Manager, Portfolio Administration
Benjamin Hill, CFA
Senior Vice President, Portfolio Manager
Todd LaRose
Vice President, Portfolio Manager
Alexander Larsen, CFA, CAIA
Vice President, Portfolio Manager
Stephen Lawler
Head of Portfolio Administration, Trust Investment Solutions
Matthew Montgomery, CFA
Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Value Equity
Andrew Muther
Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Value Equity
Jeff Otto, CFA
Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Select Growth
Kristin Patterson
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Ben Pearson
Senior Investment Analyst
Brian Perott, CFA
Senior Vice President, Managing Director, Head of Asset Allocation
Trae Ratliff, CFP®
Portfolio Manager, Wealth Strategist
Jeff Ream, CFP®
Vice President, Portfolio Manager, Wealth Strategist
Craig Rockey
Business Development Director
Jenna Rose, CFA
Vice President, Portfolio Manager
Val Schaff, CFA
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Matt J. Schmitt, CFA
Senior Vice President, Portfolio Manager
D. Patrick Schumann, CFA
Senior Vice President, Portfolio Manager
Scott Sollars, CFP®
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Satu Stechschulte, CFA
Vice President, Portfolio Manager
Rachel Stewart
Senior Vice President, Head of Business Intelligence
Tim Sturdy, CFA
Vice President, Portfolio Manager
Bryan Unterhalter
Senior Vice President, Portfolio Manager
Emily West, CFP®
Senior Vice President, Portfolio Manager, Head of Wealth Planning & Strategy

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.