Lorna Schmidt

Finance

Consumer Services

Profile

Ms. Lorna Schmidt is Client Service Portfolio Manager at RBC Global Asset Management since 2010.
Ms. Schmidt worked as an Assistant Vice President, Client Service-Fixed Income at AllianceBernstein, she was the principal client contact for multi-billion dollar relationships with insurance companies and sovereign wealth funds.
Before that, she was a member of a marketing communications team for institutional and retail channels at Morgan Stanley Asset Management.
Her previous industry experience also includes several marketing and client service roles at Lazard Asset Management.
She began her career in the investment industry in 1999.
Ms. Schmidt earned a BA from the University of Toronto and is pursuing an MA from Columbia University.
She holds the FINRA Series 7 license.

Former positions of Lorna Schmidt

Companies	Position	End
AllianceBernstein LP AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.	Sales & Marketing	2009-12-30
Lazard Asset Management LLC Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.	Sales & Marketing	-
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.	Corporate Officer/Principal	-

See the detail of Lorna Schmidt's experience

Training of Lorna Schmidt

University of Toronto

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies