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Stephen Smith, Cfa Email & Phone Number

Investment executive with more than 35 years of experience in High-Net-Worth and Institutional portfolio management. at Bank of New Hampshire

Location: Concord, New Hampshire, United States 10 work roles 2 schools

1 work email found @noesis-capital.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 86%

Current company

Bank of New Hampshire

Role

Investment executive with more than 35 years of experience in High-Net-Worth and Institutional portfolio management.

Location

Concord, New Hampshire, United States

Company size

228 employees

Who is Stephen Smith, Cfa? Overview

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Quick answer

Stephen Smith, Cfa is listed as Investment executive with more than 35 years of experience in High-Net-Worth and Institutional portfolio management. at Bank of New Hampshire, a company with 228 employees, based in Concord, New Hampshire, United States. AeroLeads shows a work email signal at noesis-capital.com and a matched LinkedIn profile for Stephen Smith, Cfa.

Stephen Smith, Cfa previously worked as Senior Vice President- Sr. Investment Strategist at Bank Of New Hampshire and Managing Director, Portfolio Management at Capital Wealth Advisors. Stephen Smith, Cfa holds Bs, Corporate Finance & Investment Management from University Of Alabama.

Company email context

Email format at Bank of New Hampshire

This section adds company-level context without repeating Stephen Smith, Cfa's masked contact details.

*@noesis-capital.com

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AeroLeads found 1 current-domain work email signal for Stephen Smith, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Stephen Smith, Cfa

Stephen Smith, Cfa is a Investment executive with more than 35 years of experience in High-Net-Worth and Institutional portfolio management. at Bank of New Hampshire.

Current workplace

Stephen Smith, Cfa's current company

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

Bank Of New Hampshire

Investment executive with more than 35 years of experience in High-Net-Worth and Institutional portfolio management.

laconia, new hampshire, united states

Website

banknh.com

Employees

228

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Company profile

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10 roles

Stephen Smith, Cfa work experience

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

Senior Vice President- Sr. Investment Strategist

Current

Bank Of New Hampshire

Concord, New Hampshire, United States

Senior Portfolio Manager serving high-net-worth clients. Investment Committee chairman.

Jan 2023 - Present

Managing Director, Portfolio Management

Capital Wealth Advisors

Naples, Florida, United States

Portfolio Management and Trading Team Leader. Partner with CWA Advisors and UHNW clients in setting appropriate asset allocation targets, managing taxable-gains and implementing investment strategy for account relationships. Implement PUT/CALL option hedging strategies for concentrated, low-cost basis positions. Manage CWA Growth Equity strategy. Oversee.

May 2021 - Jul 2022

Board Member

Cfa Society Of Alabama

Jun 2009 - Jun 2019

President

Cfa Society Of Alabama

Jun 2012 - Jun 2013

Vice President

Noesis Capital Management

Boca Raton, Florida, United States

Senior Portfolio Manager. External Core-Equity manager on the Stifel managed account platform.High-Net-Worth & Institutional ClientsFoundations, Endowments, Retirement Plans, Churches, Trusts & Estates

Jul 2010 - Jan 2019

Senior Vice President

Sterne Agee

Birmingham, Alabama

Sterne Agee Asset Management- Senior Portfolio Manager. Developed and managed Core-Equity strategy for Sterne Agee clients.Separately Managed Accounts for High-Net Worth Individuals, Institutions, Pensions and Charitable Foundations.

Aug 2002 - Jul 2010

Vice President-Director Of Research

Colony Capital Management Inc

Atlanta, Georgia

Equity Market Strategist- Director of Research

Jan 1995 - Mar 2002

Avp-Director Of Equity Investments, Investment Centre, Inc.

Ing Solutions Investment Management

Atlanta, Georgia

Department Manager/ Equity Portfolio ManagerLife of Georgia Pension & ING North America

Jul 1993 - Sep 1994

Officer & Board Member

Cfa Society Mississippi

Jackson, MS

Jun 1989 - Jun 1993

Trust Investment Officer

Deposit Guaranty National Bank (Merged Into Regions Financial)

Jackson, Mississippi

Commingled Equity Fund Manager- Endowments & Foundations Portfolio Manager, balanced separate accounts- ERISAFoundations/ Endowments Administrative Department Head & Relationship Manager

Sep 1986 - Jun 1993

Team & coworkers

Colleagues at Bank of New Hampshire

Other employees you can reach at banknh.com. View company contacts for 228 employees →

MT

Marcus Tan Colleague at Bank Of New Hampshire New York City Metropolitan Area, United States View → RA

Rose Angwin Colleague at Bank Of New Hampshire Canterbury, New Hampshire, United States, United States View → AW

Abigail Watkins Colleague at Bank Of New Hampshire Whitefield, New Hampshire, United States, United States View → AP

Alexandra Pelletier Colleague at Bank Of New Hampshire Gilford, New Hampshire, United States, United States View → TH

Trista Hayward Colleague at Bank Of New Hampshire Laconia, New Hampshire, United States, United States View → LC

Lillian Cooper Colleague at Bank Of New Hampshire Belmont, New Hampshire, United States, United States View → AL

Amanda Lavallee Colleague at Bank Of New Hampshire Hudson, New Hampshire, United States, United States View → CS

Cindy Salta Colleague at Bank Of New Hampshire Laconia, New Hampshire, United States, United States View → CP

Courtney Patterson Colleague at Bank Of New Hampshire Meredith, New Hampshire, United States, United States View → AT

Ann Twitchell Colleague at Bank Of New Hampshire Laconia, New Hampshire, United States, United States View →

2 education records

Stephen Smith, Cfa education

Bs, Corporate Finance & Investment Management

University Of Alabama

Activities and Societies: Pi Kappa Phi

Education record

Heritage Academy

Columbus, Mississippi

FAQ

Frequently asked questions about Stephen Smith, Cfa

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

What company does Stephen Smith, Cfa work for?

Stephen Smith, Cfa works for Bank of New Hampshire.

What is Stephen Smith, Cfa's role at Bank of New Hampshire?

Stephen Smith, Cfa is listed as Investment executive with more than 35 years of experience in High-Net-Worth and Institutional portfolio management. at Bank of New Hampshire.

What is Stephen Smith, Cfa's email address?

AeroLeads has found 1 work email signal at @noesis-capital.com for Stephen Smith, Cfa at Bank of New Hampshire.

Where is Stephen Smith, Cfa based?

Stephen Smith, Cfa is based in Concord, New Hampshire, United States while working with Bank of New Hampshire.

What companies has Stephen Smith, Cfa worked for?

Stephen Smith, Cfa has worked for Bank Of New Hampshire, Capital Wealth Advisors, Cfa Society Of Alabama, Noesis Capital Management, and Sterne Agee.

Who are Stephen Smith, Cfa's colleagues at Bank of New Hampshire?

Stephen Smith, Cfa's colleagues at Bank of New Hampshire include Marcus Tan, Rose Angwin, Abigail Watkins, Alexandra Pelletier, and Trista Hayward.

How can I contact Stephen Smith, Cfa?

You can use AeroLeads to view verified contact signals for Stephen Smith, Cfa at Bank of New Hampshire, including work email, phone, and LinkedIn data when available.

What schools did Stephen Smith, Cfa attend?

Stephen Smith, Cfa holds Bs, Corporate Finance & Investment Management from University Of Alabama.

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