Menu

Kevin Schmid, CFAVice President, Financial Advisor Relationship Manager

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • LinkedIn

Kevin joined CapTrust Advisors in Tampa in 2009. He became part of CAPTRUST in 2017, when CapTrust Advisors merged with CAPTRUST. Kevin is currently a vice president, financial advisor relationship manager responsible for providing investment advisory services to institutional clients including religious organizations and public pension plans. Prior to joining the firm, Kevin was a senior director at Highmount Capital and he has worked in the industry since 1999. 

EDUCATION

  • Bachelor of Arts degree in economics/psychology from Duke University
  • Master of Business Administration degree from Duke University

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst (CFA®)

MEMBERSHIPS

  • Juvenile Diabetes Research Foundation

 

Personal Profile

Hometown:
Baldwin, NY
Favorite Book or Movie:
Next Man Up | A Few Good Men
Ideal Dinner Guest:
Mike Krzyzewski, Warren Buffett, and Jerry Seinfeld
Words to Live By:
If you cant explain it simply, you dont understand it well enough
Qualities I Admire in People:
Sense of humor, loyalty, and integrity