Jeffrey Smith (CFA, CFP®, MBA)

Jeffrey R. Smith is a seasoned investment professional with over 25 years of portfolio management experience. Mr. Smith has worked extensively with individuals, families,  professionals and retirees over the years.  He highly values each and every relationship and spends a great deal of time getting to know clients and maintaining close relationships on an on-going basis.  In addition to working with private clients, Mr. Smith has managed institutional assets totaling in excess of $1.0 billion, with experience developing investment strategies outside the U.S. in countries including Britain, The Netherlands, Hong Kong and Canada.  Mr. Smith has accumulated a working-knowledge of all global investment asset classes, human psychology as it relates to the investment decion-making process and has the technical skills required to structure and monitor portfolios that best suit client objectives and needs.

 

Mr. Smith is an avid jogger (many half and full marathons) and enjoys competitive sports, opera, foreign languages, travel and the on-going analysis of geo/political events and their impact on global markets.