Douglas Smith, Cfa
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Douglas Smith, Cfa Email & Phone Number

Director, Alternative Investments at Fidelity Charitable®
Location: Charlotte Metro, United States 5 work roles 2 schools
1 work email found @towerswatson.com 2 phones found area 703 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@towerswatson.com
Direct phone (703) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Charitable®
Role
Director, Alternative Investments
Location
Charlotte Metro, United States
Company size
313 employees

Who is Douglas Smith, Cfa? Overview

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Quick answer

Douglas Smith, Cfa is listed as Director, Alternative Investments at Fidelity Charitable®, a with 313 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at towerswatson.com, phone signal with area code 703, and a matched LinkedIn profile for Douglas Smith, Cfa.

Douglas Smith, Cfa previously worked as Finance and Investment Professional at Independent and Senior Consulant & Specialist, Hedge Funds and Alternative Beta Strategies at Willis Towers Watson. Douglas Smith, Cfa holds Master Of Business Administration (M.B.A.), Finance, General from Yale School Of Management.

Company email context

Email format at Fidelity Charitable®

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*@towerswatson.com
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AeroLeads found 1 current-domain work email signal for Douglas Smith, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Douglas Smith, Cfa

Unique combination of skills focused on alternative investments including business / team leadership, investment specialist / strategist responsibilities, portfolio management and research, presenting complex solutions to clients, managing client investment portfolios, authoring investment research papers and communications, and regularly speaking to the press and participating as a speaker at investment conferences.

Listed skills include Asset Managment, Portfolio Management, Equities, Investments, and 16 others.

Current workplace

Douglas Smith, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Charitable®
Fidelity Charitable®
Director, Alternative Investments
boston, massachusetts, united states
Website
fidelitycharitable.org
Employees
313
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Company profile
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5 roles · 22 years

Douglas Smith, Cfa work experience

A career timeline built from the work history available for this profile.

Finance And Investment Professional

Independent

Charlotte Metro

2019 - Oct 2022

Senior Consulant & Specialist, Hedge Funds And Alternative Beta Strategies

Willis Towers Watson

New York, Ny

2013 - 2018 ~5 yrs

Vice President

Jpmorgan Chase & Co.

New York, Ny

Client Portfolio Manager with JPMorgan Alternative Asset Management

2005 - 2013 ~8 yrs

Associate

Berkshire Capital Corporation

Investment Banker - Mergers & Acquisitions

Aug 1999 - Feb 2003
Team & coworkers

Colleagues at Fidelity Charitable®

Other employees you can reach at fidelitycharitable.org. View company contacts for 313 employees →

EB Emma Barnhart Emma Barnhart Colleague at Fidelity Charitable®Dallas-Fort Worth Metroplex, United States View → DI David Igel David Igel Colleague at Fidelity Charitable®Covington, Kentucky, United States View → BT Barbara-Jo Thompson Barbara-Jo Thompson Colleague at Fidelity Charitable®Raleigh-Durham-Chapel Hill Area, United States View → SD Srinithya Daroori Srinithya Daroori Colleague at Fidelity Charitable®Morrisville, North Carolina, United States View → JT Julie Tomas Julie Tomas Colleague at Fidelity Charitable®Greater Boston, United States View → AW Alexis White Alexis White Colleague at Fidelity Charitable®Raleigh, North Carolina, United States View → MH Mikel Heyl Mikel Heyl Colleague at Fidelity Charitable®Keller, Texas, United States View → JC Jason Chase Jason Chase Colleague at Fidelity Charitable®Annandale, Virginia, United States View → CC Chelsea Cooper Chelsea Cooper Colleague at Fidelity Charitable®Keller, Texas, United States View → RS Robin Salvaggio Robin Salvaggio Colleague at Fidelity Charitable®Cary, North Carolina, United States View →
2 education records

Douglas Smith, Cfa education

FAQ

Frequently asked questions about Douglas Smith, Cfa

Quick answers generated from the profile data available on this page.

What company does Douglas Smith, Cfa work for?

Douglas Smith, Cfa works for Fidelity Charitable®.

What is Douglas Smith, Cfa's role at Fidelity Charitable®?

Douglas Smith, Cfa is listed as Director, Alternative Investments at Fidelity Charitable®.

What is Douglas Smith, Cfa's email address?

AeroLeads has found 1 work email signal at @towerswatson.com for Douglas Smith, Cfa at Fidelity Charitable®.

What is Douglas Smith, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 703 for Douglas Smith, Cfa at Fidelity Charitable®.

Where is Douglas Smith, Cfa based?

Douglas Smith, Cfa is based in Charlotte Metro, United States while working with Fidelity Charitable®.

What companies has Douglas Smith, Cfa worked for?

Douglas Smith, Cfa has worked for Fidelity Charitable®, Independent, Willis Towers Watson, Jpmorgan Chase & Co., and Berkshire Capital Corporation.

Who are Douglas Smith, Cfa's colleagues at Fidelity Charitable®?

Douglas Smith, Cfa's colleagues at Fidelity Charitable® include Emma Barnhart, David Igel, Barbara-Jo Thompson, Srinithya Daroori, and Julie Tomas.

How can I contact Douglas Smith, Cfa?

You can use AeroLeads to view verified contact signals for Douglas Smith, Cfa at Fidelity Charitable®, including work email, phone, and LinkedIn data when available.

What schools did Douglas Smith, Cfa attend?

Douglas Smith, Cfa holds Master Of Business Administration (M.B.A.), Finance, General from Yale School Of Management.

What skills is Douglas Smith, Cfa known for?

Douglas Smith, Cfa is listed with skills including Asset Managment, Portfolio Management, Equities, Investments, Hedge Funds, Alternative Investments, Valuation, and Series 7.

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