Reid Vaile Smith
Gestor de Cartera-Acciones en R. M. Davis, Inc. .
Perfil
Mr. Reid V.
Smith, CFA, is Vice President & Portfolio Manager at R.
M.
Davis, Inc. He joined the firm in May 2016 and works in the firm's Portsmouth, New Hampshire office.
He has over 25 years of financial services experience including securities analysis, portfolio management and defined contribution retirement plan services.
Mr. Smith was employed as Vice President & Portfolio Manager by David Wendell Associates, Inc., Vice President by TD Banknorth Wealth Management Group, Investment Consultant by McDonald Investments, Inc., a Portfolio Manager by Merrimack Valley Community Foundation, a Principal by Scudder Stevens & Clark Inc, and a Principal by Spinnaker Trust.
Mr. Smith received his undergraduate degree from Middlebury College.
He holds the Chartered Financial Analyst designation.
Cargos activos de Reid Vaile Smith
Empresas | Cargo | Inicio |
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R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Gestor de Cartera-Acciones | 01/05/2016 |
Antiguos cargos conocidos de Reid Vaile Smith.
Empresas | Cargo | Fin |
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David Wendell Associates, Inc.
David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Analyst-Equity | 01/04/2016 |
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Analyst-Equity | 28/02/2007 |
Merrimack Valley Community Foundation | Corporate Officer/Principal | 01/01/2000 |
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Corporate Officer/Principal | - |
Scudder Stevens & Clark Inc | Corporate Officer/Principal | - |
Formación de Reid Vaile Smith.
Middlebury College | Undergraduate Degree |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 7 |
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Scudder Stevens & Clark Inc | Finance |
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
David Wendell Associates, Inc.
David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Finance |
Merrimack Valley Community Foundation | Health Services |
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