Profile
Mr. Stephen D.
Schmidt is Financial Advisor at CoreStates Capital Advisors LLC joined in 2011.
His career in finance began as a Data Analyst with Bloomberg LP in Princeton, NJ.
While there, he worked in the North America Fixed Income bond department, M&A group, and as a Data liaison between Sales teams and Data Product groups.
In 2005, he joined Morgan Stanley as a Financial Advisor and has been working with retail clients all over the US ever since.
He is currently growing his niche market which is working with professional athletes and high net worth investors.
His experience working with international athletes has allowed him to learn about many of the intricacies and challenges that athletes and their families face both during their playing career as well as transitioning after their playing days are over.
Mr. Schmidt graduated from Temple University with a BS in 1995.
Former positions of Steve D. Schmidt
| Companies | Position | End |
|---|---|---|
Bloomberg LP
 Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
CoreStates Capital Advisors LLC
 CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Portfolio Manager-Equities | - |
Training of Steve D. Schmidt
| Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
CoreStates Capital Advisors LLC
CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Finance |
Bloomberg LP
Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Technology Services |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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