With nearly 45 years of experience, Dennis Schmidt specializes in creating customized investment portfolios that reflect his clients’ unique needs and goals. As a Portfolio Manager for over 25 years, Dennis has managed portfolios through various market cycles, utilizing his extensive knowledge and the access to the firm’s research and investment programs. He joined Wells Fargo Advisors and its predecessor firm Wachovia Securities in 2002, following senior roles at Morgan Stanley Smith Barney and Drexel Burnham Lambert.
Dennis earned his MBA in Finance and Economics from Babson College Olin Graduate School of Business and his BA in Economics from Lycoming College, where he played on the men’s basketball team. Dennis is dedicated to delivering personalized investment planning services to business owners and their families, helping them achieve their financial objectives.
Education and Credentials:
- Babson College: MBA in Finance and Economics
- Lycoming College: BA in Economics
Personal Life and Interests:
- Avid runner, completed over a dozen New York City Marathons
- Lives in Ridgefield, CT with his wife Susan and has two grown children
