Michael D. Smith

Michael D. Smith Email and Phone Number

Director of Research | Portfolio Manager | Manager Due Diligence | Client Services @ AssuredPartners Investment Advisors
Michael D. Smith's Location
Atlanta, Georgia, United States, United States
Michael D. Smith's Contact Details

Michael D. Smith work email

Michael D. Smith personal email

n/a

Michael D. Smith phone numbers

About Michael D. Smith

Expertise in client services, portfolio management, manager due diligence, investment selection, equity analysis, and capital markets.

Michael D. Smith's Current Company Details
AssuredPartners Investment Advisors

Assuredpartners Investment Advisors

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Director of Research | Portfolio Manager | Manager Due Diligence | Client Services
Michael D. Smith Work Experience Details
  • Assuredpartners Investment Advisors
    Portfolio Manager
    Assuredpartners Investment Advisors Jun 2024 - Present
    View
  • Iron Capital Advisors Inc.
    Director Of Research
    Iron Capital Advisors Inc. Sep 2011 - Present
    Atlanta, Ga, Us
    I oversee investment research and operations, and have meaningful experience managing client relationships. I direct the manager due diligence and search process on $5 billion in assets. I am co-portfolio manager on the firm’s in-house investment strategies and manage equity research. I have a history of building relationships, managing client expectations, and steering clients towards prudent decision making in high stress environments.
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  • Iron Capital Advisors Inc.
    Senior Investment Analyst
    Iron Capital Advisors Inc. Sep 2009 - Sep 2011
    Atlanta, Ga, Us
    Wrote quarterly investment commentary explaining detailed fund characteristics and performance attribution for over fifty distinct strategies. Created Iron Capital’s for-credit Internship program through Georgia State University. Equity analyst on the Gateway Fund LP, a long only hedge fund.
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  • Iron Capital Advisors Inc.
    Investment Analyst
    Iron Capital Advisors Inc. Dec 2006 - Sep 2009
    Atlanta, Ga, Us
    View
  • Self-Employed
    Professional Musician
    Self-Employed May 2001 - Jul 2005
    Toured as a musician with Grammy winning country group Sugarland in 2005.

Michael D. Smith Skills

Portfolio Management Asset Allocation Mutual Funds Equities Due Diligence Pensions Investments Fixed Income Asset Management Valuation Etfs Retirement Planning Wealth Management Investment Advisory Investment Strategies 401k Derivatives Investment Policy Ira's Trading Separately Managed Accounts Financial Planning Performance Attribution Retirement Income Strategies Options Alternative Investments Hedge Funds Investment Management Institutional Investments

Michael D. Smith Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance
  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance

Frequently Asked Questions about Michael D. Smith

What company does Michael D. Smith work for?

Michael D. Smith works for Assuredpartners Investment Advisors

What is Michael D. Smith's role at the current company?

Michael D. Smith's current role is Director of Research | Portfolio Manager | Manager Due Diligence | Client Services.

What is Michael D. Smith's email address?

Michael D. Smith's email address is ms****@****ine.com

What is Michael D. Smith's direct phone number?

Michael D. Smith's direct phone number is (800) 417*****

What schools did Michael D. Smith attend?

Michael D. Smith attended Georgia State University - J. Mack Robinson College Of Business, Georgia State University - J. Mack Robinson College Of Business.

What are some of Michael D. Smith's interests?

Michael D. Smith has interest in A Progressive Bluegrass Group.

What skills is Michael D. Smith known for?

Michael D. Smith has skills like Portfolio Management, Asset Allocation, Mutual Funds, Equities, Due Diligence, Pensions, Investments, Fixed Income, Asset Management, Valuation, Etfs, Retirement Planning.

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