Scott Smith
Analyst-Equity bij Coulter & Justus Financial Services LLC
Profiel
Mr. Robert S.
Smith is a Partner, Portfolio Manager & Investment Analyst at Coulter & Justus Financial Services LLC.
He is responsible for investment strategy, manager search and selection, research and analysis of individual equities, and management of the firm’s model portfolios.
He is also the editor of the quarterly client investment letter.
His greatest satisfaction comes from the role he plays in helping our clients achieve their financial goals and objectives.
His intellectual curiosity, honesty, humility and discipline help our clients navigate the constantly changing market landscape.
Prior to joining the firm in 2008, he worked as a private investment manager in Jackson, Tennessee, along with working as an analyst for a private investment fund in Atlanta.
He graduated Cum Laude in 2001 with a degree in finance from the University of Tennessee.
He is also a member of the Investment & Wealth Institute.
He is a Certified Investment Management Analyst.
Actieve functies van Scott Smith
Bedrijven | Functie | Begin |
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Coulter & Justus Financial Services LLC
Coulter & Justus Financial Services LLC Investment ManagersFinance Coulter & Justus Financial Services LLC (dba C & J Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. C & J Wealth Advisors provide investment services to individual investors, trusts, estates, foundations and charitable organizations, and retirement plan sponsors. | Analyst-Equity | 01-08-2008 |
Opleiding van Scott Smith
University of Tennessee | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Coulter & Justus Financial Services LLC
Coulter & Justus Financial Services LLC Investment ManagersFinance Coulter & Justus Financial Services LLC (dba C & J Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. C & J Wealth Advisors provide investment services to individual investors, trusts, estates, foundations and charitable organizations, and retirement plan sponsors. | Finance |