Philip Schmitt CIMA®
Mr. Schmitt joined the firm in 2013 and is a Sr. Research Associate for Wurts and Associates where he is responsible for manager research and evaluation, focusing primarily on the fixed income and multi-asset strategies. Prior to joining the firm, Mr. Schmitt was a Senior Portfolio Manager with Confluence Wealth Management in Portland, where he was responsible for researching, analyzing and recommending the firm's investment strategy to the Investment Committee. Prior to Confluence Wealth Management, Mr. Schmitt was the Senior Financial Risk Manager at Nike, Inc. where he was responsible for managing the firm's balance sheet investments, working with the Retirement Investment Committee as well as other activities. Mr. Schmitt has worked in the financial services sector for more than fifteen years and bring with him a deep understanding of fixed income and capital markets. Mr. Schmitt has earned the designation of Certified Investment Management Analyst (CIMA).