Scott Bradley Smith
Gestor de Cartera-Acciones en Gould Asset Management LLC .
Perfil
Mr. Scott B.
Smith, CFA MBA, is a Partner & Senior Portfolio Manager at Gould Asset Management LLC.
He joined the firm in 2004.
In his role, he provides ongoing expert management of client investment portfolios, with an emphasis on Gould’s asset allocation and covered-call writing strategies.
He also oversees the firm’s investment technology initiatives.
Prior to 2004, Mr. Smith worked as a business and litigation consultant for Tucker Alan Inc (now Navigant Consulting) where he performed financial and economic analyses, developed financial models, and conducted market and company-specific research.
He received a BA in economics, with honors, from Claremont McKenna College and an MBA from the Peter F.
Drucker and Masatoshi Ito Graduate School of Management at the Claremont Graduate University.
He holds the Chartered Financial Analyst designation, and is a member of the CFA Institute and the CFA Society of Los Angeles.
Cargos activos de Scott Bradley Smith
Empresas | Cargo | Inicio |
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Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Gestor de Cartera-Acciones | 01/01/2004 |
Antiguos cargos conocidos de Scott Bradley Smith.
Empresas | Cargo | Fin |
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Tucker Alan, Inc.
Tucker Alan, Inc. Miscellaneous Commercial ServicesCommercial Services Tucker Alan, Inc. provided litigation and business consulting services. The company was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Formación de Scott Bradley Smith.
Claremont McKenna College | Undergraduate Degree |
Claremont Graduate University | Masters Business Admin |
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Empresas privadas | 2 |
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Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Finance |
Tucker Alan, Inc.
Tucker Alan, Inc. Miscellaneous Commercial ServicesCommercial Services Tucker Alan, Inc. provided litigation and business consulting services. The company was headquartered in Chicago, IL. | Commercial Services |
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