Derek Douglas Schmidt

Employer firm

Blackrock Investment Management, LLC CRD 108928

$677B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Blackrock Investments, Llc
  Chicago, IL
• 06/2023 → Present
  Blackrock
  Chicago, IL
• 08/2014 → 10/2016
  Piper Jaffray
  Chicago, IL
• 04/2017 → 07/2022
  Marquette Associates
  Chicago, IL
• 07/2022 → 06/2023
  Concord Health Partners
  Summit, NJ
• 11/2016 → 03/2017
  Unemployed
  Chicago, IL

Previous Registrations

• 2010-01-28 → 2014-07-21
  William Blair
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

-Anixter Center -not investment related -Chicago -Charitable Foundation -Board Member; Finance Committee Member; Investment Committee Member -Started as a Finance and Investment Member in 01/2018 and was named to Center Foundation Board in 05/2022 -Average One hour a month -No time during trading hours -As a finance committee member we oversee the budget and assist CFO in progress to targets. As an Investment committee member, we oversee Morgan Stanley's discretionary (OCIO) management of the portfolio providing input in portfolio asset allocation with Morgan Stanley responsible for manager selection, rebalancing, and investments. As a Center Foundation Board member we oversee staff's management of cash flows and budget decisions.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-07

Designations

• Chartered Financial Analyst

Other Names

• Derek Schmidt