My F&M

Kevin M. Schmitt

Associate Investment Manager

Kevin M. Schmitt

Associate Investment Manager
Kevin M. Schmitt, Associate Investment Manager

“Wealth cannot bring happiness in and of itself; however, wealth can serve as a catalyst in providing the financial freedom necessary to allow someone to provide for one’s family, follow one’s passions, and enjoy everything life has to offer.”

Kevin is a Cincinnati native, which explains his unconditional love for the Bengals, the Reds, and Skyline Chili. It also explains his passion for the community and his desire to make a positive impact on others. Because of this, Kevin has found portfolio management to be a perfect career fit to use his skills and help others achieve their goals.

Kevin graduated from the University of Notre Dame in 2017 with a Bachelor of Business Administration degree in Accounting and a minor in Theology. After graduation, Kevin obtained his Certified Public Accountant (CPA) credential and began his career in Chicago, working for Deloitte in their audit practice.

In 2020, Kevin moved back to Cincinnati, where he joined the investment team at a local wealth management firm. While there, he learned the intricacies of portfolio and asset management, gained exposure to a spectrum of investment vehicles, and, most importantly, learned the value of a strong relationship between clients and advisors. In 2023, Kevin joined the investment team at Foster & Motley, where he hopes to continue building and nourishing his investment management approach.

Kevin and his wife, Madison, recently purchased a home in Deer Park. Together with Vader, their Black Lab, they are excited to welcome a new addition to their family this spring. When free time arises, Kevin enjoys spending it with his family or being outdoors, whether golfing or taking Vader to the park.

 

Quick Facts:

  • Chartered Financial Analyst (CFA®) program Level III Candidate, passed CFA® Level I and Level II examinations
  • Obtained the Certified Public Accountant (CPA) designation, 2018
  • Graduate of the University of Notre Dame with a Bachelor of Business Administration degree in Accounting and a minor in Theology, 2017
  • Graduate of Moeller High School, 2013