Investment Team, Senior Portfolio Manager/Research Analyst, U.S. Value Investment Professionals

Susan J. Schmidt, CFA

Senior Vice President, Senior Portfolio Manager, Research Analyst

Ms. Schmidt joined Westwood in 2015 and serves as a Portfolio Manager. She is also responsible for investment research within the banking industry and is a member of the Financials research group. Ms. Schmidt joined us from Mesirow Financial in Chicago where for six years she served as a research analyst and as the Portfolio Manager for the Mesirow Financial SMid Cap Value strategy from July 1, 2009 through her departure on July 31, 2015.  She has spent more than 20 years in the investment management industry. Prior to joining Mesirow, Ms. Schmidt worked at Essex Investment Management Company, where her sector/industry responsibilities included technology, transportation and financials for the firm’s small and mid-cap portfolios. Previously, Ms. Schmidt served as a senior equity analyst at Magnetar Capital, a multi-strategy hedge fund, where her sector responsibilities were industrials and financials. Ms. Schmidt received her Master’s in Finance from Northwestern University, a BA in Economics from Smith College and an Economic History diploma from the London School of Economics. She is a member of the CFA Institute and the CFA Society of Chicago.