Baltimore, MD – August 10, 2021 – Verdence Capital Advisors (“Verdence”), a nationally-recognized private wealth advisory and multi-family office firm, today welcomes Rob Schmitt to its team as a Director and Private Wealth Advisor.
Mr. Schmitt has more than 25 years of experience as a financial advisor, most recently as Principal and Financial Advisor with SC&H Group. He previously served as a Financial Planning Consultant with Fidelity Investments and began his career as a Senior Planning Consultant with T. Rowe Price.
“I am excited to be joining the team at Verdence,” said Mr. Schmitt. “Putting clients first and providing unbiased advice that helps them reach their goals has always been a passion of mine, and I know I share that approach with all of my colleagues at Verdence. I can’t wait to see what we can accomplish together.”
Mr. Schmitt brings particularly robust skills and experience around portfolio management, retirement and income planning, and estate and tax planning strategies, delivering customized solutions specific to each client’s needs. His approach has earned him numerous accolades, including being named one of Baltimore’s Five-Star Select Wealth Managers by Baltimore Magazine.
“Clients first. That’s at the heart of all we do, and something that has clearly been a driving force for Rob,” said Leo Kelly, CEO and Founder of Verdence Capital Advisors. “Adding an experienced wealth professional like Rob to our team makes this an exciting day for Verdence as we continue our growth story and bring our clients the highest level of service, integrity and expertise.”
Mr. Schmitt is a graduate of Seton Hall University’s W. Paul Stillman School of Business and holds a number of key industry accreditations, including as a Registered Investment Advisor.
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About Verdence Capital Advisors
Verdence Capital Advisors is a nationally-recognized private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with an office in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without bias, true independence is one of the guiding principles of Verdence Capital Advisors.
For more information, visit: www.verdence.com
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Chris Sullivan/Rosa Sobrino