James K. Schmidt

Director/Board Member at

KBW LLC

75 year

75 connections

Finance

Miscellaneous

Consumer Services

Profile

James K.
Schmidt's current job is as an Independent Director at KBW LLC.
Mr. Schmidt's former jobs include being a Director at Vinfen Corp., a Director at Herald National Bank from 2009 to 2011, a Vice President at Diamond Hill Financial Trends Fund, Inc. from 1991 to 2007, an Executive Vice President at John Hancock Advisers, Inc. from 1985 to 2005, an Executive Vice President at Manulife Investment Management (US) LLC from 2006 to 2007, a Portfolio Manager at John Hancock Regional Bank Fund from 1985 to 2007, a Portfolio Manager at Hartford Insurance Company of the Midwest, and the President of BancAnalysts Association of Boston.
Mr. Schmidt's education includes an undergraduate degree from Brown University and a graduate degree from Massachusetts Institute of Technology.

James K. Schmidt active positions

Companies	Position	Start
KBW LLC KBW LLC Investment Banks/BrokersFinance Provides investment banking and financial services	Director/Board Member	2007-06-05

All active positions of James K. Schmidt

Former positions of James K. Schmidt

Companies	Position	End
Herald National Bank Herald National Bank Major BanksFinance Provides commerical banking services	Director/Board Member	2011-03-30
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Investment Committee Member	2007-04-29
John Hancock Regional Bank Fund John Hancock Regional Bank Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Corporate Officer/Principal	2007-03-31
Diamond Hill Financial Trends Fund Diamond Hill Financial Trends Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Corporate Officer/Principal	2007-03-31
John Hancock Advisers, Inc. John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas.	Investment Committee Member	2005-12-30

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Linked companies

Private companies	11
KBW LLC KBW LLC Investment Banks/BrokersFinance Provides investment banking and financial services	Finance
John Hancock Advisers, Inc. John Hancock Advisers, Inc. Investment ManagersFinance Within each investment style, JHA employs a team approach to portfolio management. These teams have relative autonomy for making investment decisions within the strategies' objectives and client guidelines. Each investment team member specializes in an industry or group of industries. A bottom-up investment approach emphasizes detailed fundamental analysis. All portfolio managers perform research and contribute ideas, and the entire investment staff meets daily to exchange market perspectives and investment ideas.	Finance
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Finance
John Hancock Regional Bank Fund John Hancock Regional Bank Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Miscellaneous
Diamond Hill Financial Trends Fund Diamond Hill Financial Trends Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust	Miscellaneous
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Massachusetts Institute of Technology Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University	Finance
Hartford Insurance Company of the Midwest Hartford Insurance Company of the Midwest Multi-Line InsuranceFinance Provides auto, home and business insurance & employee benefits services	Finance
Vinfen Corp. Vinfen Corp. Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit, health and human organization that provides services to people with disabilities	Commercial Services
BancAnalysts Association of Boston
Herald National Bank Herald National Bank Major BanksFinance Provides commerical banking services	Finance