Michael Schmitz

Michael Schmitz Email and Phone Number

Vice President - Investments and Chief Operating Officer @ Schmitz Capital Partners, LLC
Mill Valley, CA, US
Michael Schmitz's Location
Mill Valley, California, United States, United States
Michael Schmitz's Contact Details
About Michael Schmitz

We offer comprehensive wealth management services including: active portfolio management (investment advisory), retirement planning, estate planning, education planning, financial planning, income tax planning & risk management / insurance.Previous investment banking services included: institutional equity and debt placement structuring, merger & acquisition advisory, private equity (angel investment) placement structuring and strategic consulting services for middle market and emerging growth companies.Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory and insurance services offered through Schmitz Capital Partners, LLC, a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc. Royal Alliance Associates, Inc. does not provide tax advice.This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, IA, ID, MT, NJ, NV, NY, OH, OR and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Michael Schmitz's Current Company Details
Schmitz Capital Partners, LLC

Schmitz Capital Partners, Llc

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Vice President - Investments and Chief Operating Officer
Mill Valley, CA, US
Employees:
2
Michael Schmitz Work Experience Details
  • Schmitz Capital Partners, Llc
    Vice President - Investments And Chief Operating Officer
    Schmitz Capital Partners, Llc
    Mill Valley, Ca, Us
  • Schmitz Capital Partners, Llc
    Vice President - Investments & Chief Operating Officer
    Schmitz Capital Partners, Llc Oct 2008 - Present
    (415) 381-9075 | 655 Redwood Highway, Suite 109, Mill Valley, Ca 94941
    SCP is an independent, employee-owned investment advisory and financial services firm created to provide both traditional and alternative asset management services to those companies and individuals who demand focused attention and expert counsel. At SCP, our focus is on the client. We strive to simplify and enhance the quality of our clients’ lives through active portfolio management and highly customized financial advice tailored to each individual’s unique needs. We are deeply committed to providing exceptional service and to forging genuine relationships established through mutual respect, compassion, trust and understanding. As a premier provider of comprehensive financial advice for over 22 years, our firm’s objective is to build lasting, long-term relationships based on expert counsel, trust and quality service that exceeds expectations and helps our clients achieve their life goals.We are truly different. Our investment philosophy, proactive portfolio management techniques, independence, multi-generational team, stability and client service approach sets us apart. In addition, we've helped many clients navigate the turbulent economic times in 2007 and 2008 and the recent volatility in the global capital markets.

Michael Schmitz Skills

Alternative Investments Estate Planning Financial Advisory College Education Planning Personal Tax Planning Retirement Planning Brokerage Portfolio Management Capital Markets Investments Investment Advisory Financial Services Asset Managment Equities Life Insurance Strategic Financial Planning Scp Asset Management M&a Experience Private Equity Investment Banking Health Insurance Venture Capital Mergers And Acquisitions Venture Financing Financial Structuring

Michael Schmitz Education Details

Frequently Asked Questions about Michael Schmitz

What company does Michael Schmitz work for?

Michael Schmitz works for Schmitz Capital Partners, Llc

What is Michael Schmitz's role at the current company?

Michael Schmitz's current role is Vice President - Investments and Chief Operating Officer.

What is Michael Schmitz's email address?

Michael Schmitz's email address is ms****@****ail.com

What is Michael Schmitz's direct phone number?

Michael Schmitz's direct phone number is +141522*****

What schools did Michael Schmitz attend?

Michael Schmitz attended Santa Clara University - Leavey School Of Business, New York University, Santa Clara University, Institute Of Business & Finance, The American College Of Financial Services, College For Financial Planning.

What skills is Michael Schmitz known for?

Michael Schmitz has skills like Alternative Investments, Estate Planning, Financial Advisory, College Education Planning, Personal Tax Planning, Retirement Planning, Brokerage, Portfolio Management, Capital Markets, Investments, Investment Advisory, Financial Services.

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