Senior Vice President- Sr. Investment Strategist
CurrentSenior Portfolio Manager serving high-net-worth clients. Investment Committee chairman.
Jan 2023 - Present
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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
1 work email found
@noesis-capital.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
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
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 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
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*@noesis-capital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Stephen Smith, Cfa. Compare company email patterns before reaching out.
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
10 roles
Stephen Smith, Cfa work experience
A career timeline built from the work history available for this profile.
Managing Director, Portfolio Management
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 ETF Models utilized in smaller accounts. Developed and updated trading policies and procedures in accordance with industry standards.
May 2021 - Jul 2022
Board Member
Jun 2009 - Jun 2019
President
Cfa Society Of Alabama
Jun 2012 - Jun 2013
Vice President
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 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
Equity Market Strategist- Director of Research
Jan 1995 - Mar 2002
Avp-Director Of Equity Investments, Investment Centre, Inc.
Department Manager/ Equity Portfolio ManagerLife of Georgia Pension & ING North America
Jul 1993 - Sep 1994
Officer & Board Member
Jun 1989 - Jun 1993
Trust Investment Officer
Deposit Guaranty National Bank (Merged Into Regions Financial)
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 →
JG
Jennifer Goddard, Cafp, Cams
Colleague at Bank Of New HampshireLaconia, New Hampshire, United States
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KS
Kathy Sanderson
Colleague at Bank Of New HampshireConway, New Hampshire, United States
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SB
Stephen Bradbury
Colleague at Bank Of New HampshireBedford, New Hampshire, United States
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AW
Abigail Watkins
Colleague at Bank Of New HampshireWhitefield, New Hampshire, United States
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EB
Ethan Brennan
Colleague at Bank Of New HampshireGreater Boston, United States
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KQ
Katelyn Quint
Colleague at Bank Of New HampshireConway, New Hampshire, United States
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MC
Matt Clairmont
Colleague at Bank Of New HampshireLaconia, New Hampshire, United States
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SB
Sandra Berry
Colleague at Bank Of New HampshireLaconia, New Hampshire, United States
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TL
Tracy Lockwood
Colleague at Bank Of New HampshireLisbon, New Hampshire, United States
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MB
Michelle Blake
Colleague at Bank Of New HampshireUnited States
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Jennifer Goddard, Cafp, Cams
Colleague at Bank Of New HampshireLaconia, New Hampshire, United States
View →
KS
Kathy Sanderson
Colleague at Bank Of New HampshireConway, New Hampshire, United States
View →
SB
Stephen Bradbury
Colleague at Bank Of New HampshireBedford, New Hampshire, United States
View →
AW
Abigail Watkins
Colleague at Bank Of New HampshireWhitefield, New Hampshire, United States
View →
EB
Ethan Brennan
Colleague at Bank Of New HampshireGreater Boston, United States
View →
KQ
Katelyn Quint
Colleague at Bank Of New HampshireConway, New Hampshire, United States
View →
MC
Matt Clairmont
Colleague at Bank Of New HampshireLaconia, New Hampshire, United States
View →
SB
Sandra Berry
Colleague at Bank Of New HampshireLaconia, New Hampshire, United States
View →
TL
Tracy Lockwood
Colleague at Bank Of New HampshireLisbon, New Hampshire, United States
View →
MB
Michelle Blake
Colleague at Bank Of New HampshireUnited States
View →
2 education records
Stephen Smith, Cfa education
Bs, Corporate Finance & Investment Management
Education record
Heritage Academy
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 Jennifer Goddard, Cafp, Cams, Kathy Sanderson, Stephen Bradbury, Abigail Watkins, and Ethan Brennan.
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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