Steven Schmitt
Steven Schmitt, CFP®, CPM®, CRPS®, ADPA®, MBA, CPM®, CRPS® Managing Director

A seasoned professional, Steven works closely with a broad array of clients, including executives and business owners, retirees and those planning for retirement, and members of the LGBTQ community. His extensive investment experience has enabled him to develop a strong understanding of economics and the equity and fixed income markets. He has also cultivated specialized skills in LGBTQ estate-planning issues and helps clients manage their concentrated stock positions.

While studying meteorology at Penn State, Steven and his best friend started day trading. With a deep passion for analysis and his new-found interest in the markets, Steven soon transitioned to finance while maintaining his interest in meteorology. Upon graduation, Steven worked on the trading floor at Virginia Power before joining Merrill Lynch as an energy analyst. It was here that he discovered how much he enjoyed asset management. Following 9/11 and a paper he read focusing on the underserved LGBTQ community, Steven formed The Schmitt Group. He made a lifelong commitment to serving the needs of this community and its allies.

Throughout his career, Steven has amassed an impressive list of educational credentials. He holds the CFP® certification, and the CPM and CRPS® designations. After earning his B.S. in finance at Penn State, Steven obtained his M.B.A. from William Paterson University and is currently working on his doctorate in financial engineering. Steven’s enduring interest and passion for meteorology provide a distinct perspective on environmental conditions that he often incorporates into his investment strategies.

Steven lives on both coasts with his husband, Paul, to support his thriving practice. Outside of the office, Steven enjoys traveling to exotic destinations, storm chasing, snowmobiling, hiking and serving on many boards of organizations whose mission aligns with his value system. Steven focuses on donating much-needed time and resources to these organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.