David Schmidt, CFA, CAIA

SVP, Senior Investment Officer

Dave is a Partner and a member of the Investment Team. He is responsible for conducting research and managing client portfolios. Dave brings more than 25 years of experience in the areas of quantitative investment research and portfolio management. Prior to joining Martingale in 2015, Dave was Director of Quantitative Research at Zacks Investment Research. Previously, he held roles as Chief Investment Officer and Director of Product Development for Quantitative Equities at Trinity Investment Management and OFI Institutional.

Dave holds a B.A. in mathematics from Carleton College and an M.S. in computer science and engineering from the Pennsylvania State University. He is a CFA charterholder, a member of the CFA Society Boston, and a holder of the right to use the Chartered Alternative Investment Analyst designation.