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The Schmidt Team

Backed by our robust, employee-owned Firm, and with the support of our specialists,
we provide a comprehensive, client-driven wealth management experience.


Douglas Schmidt

Director | Senior Investment Consultant

Doug specializes in addressing the investment challenges of affluent families, Private Equity Principals, C-Suite Executives, and successful Entrepreneurs. His practice is built around comprehensive long-term planning, control of risk, objectivity, and the thorough understanding of his clients’ financial situations, family dynamics, personal goals, and risk tolerance.

Before joining Baird in 2008 Doug served for 13 years at William Blair & Company as an Investment Banker and in the Private Investor Department. Prior to that, he led a team at Westpac Banking Corporation overseeing global banking relationships with Fortune 500 corporations such as Ford, Chrysler, McDonald's, Sara Lee, and Hallmark.

Doug received his A.B. in Economics from Princeton University and his M.B.A. in Finance from the University of Chicago. He is a Governing Member of the Chicago Symphony Orchestra and a Director of the Golden Apple Foundation. He has served three terms on the Executive Committee of the Princeton Alumni Council and is a recipient of the Arnold M. Berlin ‘46 Award for Service to Princeton.