Philipp Schmid, Cfa
AeroLeads people directory · profile

Philipp Schmid, Cfa Email & Phone Number

Head of Portfolio Management at Octa Wealth Ltd
Location: Zurich, Switzerland, Switzerland 1 work role 1 school
LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Head of Portfolio Management
Location
Zurich, Switzerland, Switzerland

Who is Philipp Schmid, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Philipp Schmid, Cfa is listed as Head of Portfolio Management at Octa Wealth Ltd, based in Zurich, Switzerland, Switzerland. AeroLeads shows a matched LinkedIn profile for Philipp Schmid, Cfa.

Philipp Schmid, Cfa holds Master Of Arts (Ma), Finance from Universität St. Gallen-Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften.

Company email context

Email format at Octa Wealth Ltd

This section adds company-level context without repeating Philipp Schmid, Cfa's masked contact details.

Octa Wealth Ltd

Review company-level records connected to Philipp Schmid, Cfa before choosing the right outreach path.

Profile bio

About Philipp Schmid, Cfa

Philipp Schmid, Cfa is a Head of Portfolio Management at Octa Wealth Ltd. He possess expertise in barclays point, bloomberg terminal, barra aegis, factset, vba and 20 more skills. He is proficient in English.

Listed skills include Barclays Point, Bloomberg Terminal, Barra Aegis, Factset, and 21 others.

Current workplace

Philipp Schmid, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Octa Wealth Ltd
Octa Wealth Ltd
Head of Portfolio Management
AeroLeads page
1 role

Philipp Schmid, Cfa work experience

A career timeline built from the work history available for this profile.

  • Octa Wealth Ltd
    Head Of Portfolio Management
    Feb 2024 - Present - Zurich, Switzerland
1 education record

Philipp Schmid, Cfa education

FAQ

Frequently asked questions about Philipp Schmid, Cfa

Quick answers generated from the profile data available on this page.

What company does Philipp Schmid, Cfa work for?

Philipp Schmid, Cfa works for Octa Wealth Ltd.

What is Philipp Schmid, Cfa's role at Octa Wealth Ltd?

Philipp Schmid, Cfa is listed as Head of Portfolio Management at Octa Wealth Ltd.

Where is Philipp Schmid, Cfa based?

Philipp Schmid, Cfa is based in Zurich, Switzerland, Switzerland while working with Octa Wealth Ltd.

What companies has Philipp Schmid, Cfa worked for?

Philipp Schmid, Cfa has worked for Octa Wealth Ltd.

How can I contact Philipp Schmid, Cfa?

You can use AeroLeads to view verified contact signals for Philipp Schmid, Cfa at Octa Wealth Ltd, including work email, phone, and LinkedIn data when available.

What schools did Philipp Schmid, Cfa attend?

Philipp Schmid, Cfa holds Master Of Arts (Ma), Finance from Universität St. Gallen-Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften.

What skills is Philipp Schmid, Cfa known for?

Philipp Schmid, Cfa is listed with skills including Barclays Point, Bloomberg Terminal, Barra Aegis, Factset, Vba, Matlab, Eviews, and Quantitative Finance.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.