P. Schmitt

Pamela F. Schmitt, CFA

Managing Director & Senior Wealth Advisor

Cincinnati, OH

As a managing director and senior wealth advisor, Pamela works with high-net-worth individuals, foundations, endowments and retirement plans. She holds the Chartered Financial Analyst® designation, and has experience in the review and analysis of equity and fixed income investments, both in the secondary market and on a direct investment basis, having worked on mergers and acquisitions as well as asset-liability management within a large bank environment. She has experience at helping individuals transition to financial independence after life-altering events, such as the death of a spouse or divorce, and in projecting the long-term financial implications of divorce settlements. She is a member of the CFA Institute as well as the CFA Society of Cincinnati and was named a Five Star Wealth Manager by Cincinnati Magazine and Five Star Professional from 2012-2017.

Prior to joining Mariner Wealth Advisors, Pamela was vice president and a senior portfolio manager at Fifth Third Asset Management. She was responsible for the investment relationships of institutional clients such as endowments, foundations and pension plans. She worked with the clients and their consultants on investmentrelated matters, conducted investment reviews and was involved in setting portfolio strategies to meet client objectives. Previously, Pamela was vice president and a portfolio manager at Commerce Bancshares in St. Louis, where she managed investment portfolios for both institutional and high-net-worth clients. She also served as the firm’s financial-stock analyst for both the Value and Core equity strategies. Pamela spent 10 years at Commerce, working in corporate credit analysis, mergers and acquisitions, and asset liability management prior to becoming a portfolio manager.

Pamela received a Bachelor of Science degree in business administration with a minor in Japanese studies from Washington University. She received a Master’s of Business Administration degree in finance from the University of Missouri-St. Louis. Pamela serves as a trustee on the board of the Cincinnati Symphony Orchestra, the Northern Kentucky Chamber of Commerce, and is a trustee and the treasurer of the Cincinnati Ballet Foundation. She was previously a member of the board of trustees for the Cincinnati Ballet, as well as on the steering committee for the United Way of Greater Cincinnati WINGs group (Women Investing in the Next Generation). She currently serves as a guest lecturer and member of the Finance Department Advisory Board for the University of Cincinnati’s Lindner College of Business.

The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Cincinnati Magazine.