Profile
Phillip James Schmidt was the founder and president of P.
J.
Schmidt Investment Management, Inc. which he founded in 1981.
He held the title of President from 1981 to 2022.
Prior to founding his own company, he worked as a Portfolio Manager at Robert W.
Baird & Co., Inc. from 1971 to 1981.
Mr. Schmidt received his undergraduate and graduate degrees from the University of Wisconsin in 1965.
Former positions of Phillip James Schmidt
| Companies | Position | End |
|---|---|---|
P. J. Schmidt Investment Management, Inc.
 P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Founder | 2021-12-31 |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Corporate Officer/Principal | 1981-12-30 |
Training of Phillip James Schmidt
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
P. J. Schmidt Investment Management, Inc.
P. J. Schmidt Investment Management, Inc. Investment ManagersFinance P. J. Schmidt Investment Management, Inc. (dba PJS Investment Management) is an independent registered investment advisor headquartered in Cedarburg, Wisconsin. The firm was founded by Phillip J. Schmidt in 1981. PJS Investment Management builds customized investment portfolios and delivers wealth management solutions to investors and families. | Finance |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Finance |
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