Director Of Research
CurrentHelping clients build and preserve wealth with equity investments
Mar 2023 - Present
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D. Michael Schmidt Email & Phone Number
Director of Research at RBO & CO
at
RBO & CO., LLC
1 work email found
@driehaus.com
2 phones found area 312
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Research at RBO & CO
Location
St Helena, California, United States
Company size
Who is D. Michael Schmidt? Overview
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Quick answer
D. Michael Schmidt is listed as Director of Research at RBO & CO at RBO & CO., LLC, a with 4 employees, based in St Helena, California, United States. AeroLeads shows a work email signal at driehaus.com, phone signal with area code 312, and a matched LinkedIn profile for D. Michael Schmidt.
D. Michael Schmidt previously worked as Director of Research at Rbo & Co., Llc and Senior Analyst at Rbo & Co., Llc. D. Michael Schmidt holds Master Of Business Administration (M.B.A.), Accounting And Finance from Depaul University - Charles H. Kellstadt Graduate School Of Business.
Company email context
Email format at RBO & CO., LLC
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*@driehaus.com
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AeroLeads found 1 current-domain work email signal for D. Michael Schmidt. Compare company email patterns before reaching out.
Profile bio
About D. Michael Schmidt
Experienced finance professional with a strong analytical foundation and a background spanning equity research, portfolio management, and wealth management. Over the years, I've held roles as an equity research analyst, director of research, portfolio manager, and wealth management advisor. I excel in equity research. I’m a passionate bottom-up investor, focused on primary equity research. My work has covered global equities across multiple sectors and market caps, and I have a proven track record of delivering outperformance across various market cycles. I consistently meet my clients investment objectives. I take pride in my interpersonal skills, working well with both clients and colleagues to meet strategic goals. I’m particularly skilled in helping clients understand the psychology behind money and wealth, building trust through empathy, confidence, and deep financial knowledge. I also enjoy collaborating with other advisors and industry experts to drive success.I’ve had the privilege of being mentored by two legendary members of Barron’s "All-Century" Team, Jack Bogle and Richard Driehaus, whose guidance has been invaluable in shaping my approach to investing.Currently located in St Helena, California. Loves pouring wine. Skills include: Fundamental Analysis, Financial Statement Analysis, Equity Valuation, Darts, Primary Equity Research, Financial Modeling, Technical Analysis, Portfolio Management, Objective and Tactical Asset Allocation, Client Education, Financial Planning, Blind Tasting.
Listed skills include Equity Research, Equity Valuation, Valuation, Equities, and 16 others.
Current workplace
D. Michael Schmidt's current company
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Rbo & Co., Llc
9 roles · 25 years
D. Michael Schmidt work experience
A career timeline built from the work history available for this profile.
Senior Analyst
Dec 2021 - Mar 2023
Tasting Room
Current
Macualey Vineyards
Jan 2023 - Present
Principal
CurrentInvestment & Personal Finance Consultant• Recommends research-driven, objective-based asset allocations to meet investment goals
Jan 2020 - Present
Associate Wealth Management Advisor
• Develops and presents financial planning and investment management opportunities for clients and prospects. • Builds objective based portfolios to meet client objectives.
Jan 2021 - Dec 2021
Portfolio Manager
May 2019 - Jan 2020
Valuation Consultant
Independent Valuation Consultant 2015 - 2019 • Consulted on transactions ranging from $1m to $35m+ across multiple industries.• Conducted asset valuation analysis for private transactions to assist with strategy development.• Served as expert witness for transactions in litigation.
Nov 2015 - May 2019
Senior Analyst
Driehaus Capital Management manages several growth equity strategies with a bottom-up research approach Senior Analyst (2007-2015) – Global Growth Fund, U.S. Mid Cap Growth Fund, U.S. Large Cap Growth Fund• Responsible for stock selection and coverage of global healthcare sector• Conducted primary research, reviewed third party research, cultivated management team relationships to support analysis• Created and maintained dynamic financial models for holdings and prospective investments to support analysis• Monitored key trends that impact healthcare industries including biotechnology, pharmaceuticals, medical devices, healthcare information technology (HCIT), and healthcare providersResearch Associate (2005-2007) – U.S. Small Cap Growth Fund, U.S. Micro Cap Growth Fund • Responsible for coverage of consumer cyclical, consumer staples, and healthcare sectorsResearch Assistant (2004-2005) – U.S. Small Cap Growth Fund, U.S. Mid Cap Growth Fund • Supported senior analysts covering technology, media/telecom, and healthcare sectors• Initiated primary healthcare coverage beginning March 2004
Jan 2004 - Nov 2015
Account Administrator
Responsible for relationship management and overseeing the day-to-day administration of employer-sponsored retirement plans, with assets totaling greater than $1 billion
2002 - 2004
~2 yrs
Team & coworkers
Colleagues at RBO & CO., LLC
Other employees you can reach at starvineyard.com. View company contacts for 4 employees →
3 education records
D. Michael Schmidt education
Master Of Business Administration (M.B.A.), Accounting And Finance
Bs In Finance
Education record
FAQ
Frequently asked questions about D. Michael Schmidt
Quick answers generated from the profile data available on this page.
What company does D. Michael Schmidt work for?
D. Michael Schmidt works for RBO & CO., LLC.
What is D. Michael Schmidt's role at RBO & CO., LLC?
D. Michael Schmidt is listed as Director of Research at RBO & CO at RBO & CO., LLC.
What is D. Michael Schmidt's email address?
AeroLeads has found 1 work email signal at @driehaus.com for D. Michael Schmidt at RBO & CO., LLC.
What is D. Michael Schmidt's phone number?
AeroLeads has found 2 phone signal(s) with area code 312 for D. Michael Schmidt at RBO & CO., LLC.
Where is D. Michael Schmidt based?
D. Michael Schmidt is based in St Helena, California, United States while working with RBO & CO., LLC.
What companies has D. Michael Schmidt worked for?
D. Michael Schmidt has worked for Rbo & Co., Llc, Macualey Vineyards, Rootstock Capital Management, Northwestern Mutual, and Carson Group.
Who are D. Michael Schmidt's colleagues at RBO & CO., LLC?
D. Michael Schmidt's colleagues at RBO & CO., LLC include Pamela Doddridge Hugo, Ivy Rivas, and Dom Heil.
How can I contact D. Michael Schmidt?
You can use AeroLeads to view verified contact signals for D. Michael Schmidt at RBO & CO., LLC, including work email, phone, and LinkedIn data when available.
What schools did D. Michael Schmidt attend?
D. Michael Schmidt holds Master Of Business Administration (M.B.A.), Accounting And Finance from Depaul University - Charles H. Kellstadt Graduate School Of Business.
What skills is D. Michael Schmidt known for?
D. Michael Schmidt is listed with skills including Equity Research, Equity Valuation, Valuation, Equities, Hedge Funds, Alternative Investments, Bloomberg, and Financial Modeling.
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