Jeffrey Smith, Cfa, Cmt Email & Phone Number

My name is Jeffrey C. Smith and I am an entrepreneurial-spirited CFA & CMT Charterholder with a unique background in all phases of investment management, including portfolio management, equity analysis, security valuation, and quantitative modeling. Trained by former Fidelity, Putnam, and Harvard Asset Management fund managers, I have been consistently recognized for outstanding professional performance, analytical strengths, and a solid record of delivering investment portfolio returns that consistently outperform comparative market benchmarks. Utilizing my excellent communication skills, I am highly skilled at presenting unique investment insights and recommendations to a diverse range of investors and stakeholders. As a cross-functional leader and collaborator, I am adept at building and managing profitable relationships with institutional and high-net worth clients. Some key career highlights include…► Grew the company from its nascent stage, with less than $5 million in assets under management (AUM), to more than $120 million AUM in less than 5 years.► Achieved documented equity recommendations that returned 59.28% vs. benchmark (S&P Small Cap 600 Index) that returned 28.76%.► Developed and implemented five quantitatively derived model portfolios that have each outperformed their established custom benchmarks since their inception.If you have any questions or would like to discuss my experiences, please connect with me on LinkedIn. Please refer to your opportunity in your request to connect.

Listed skills include Alternative Investments, Client Service Excellence, Series 63, Equity Valuation, and 46 others.