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Scott Bradley Smith
Gestionnaire de Portefeuille-Actions chez
Gould Asset Management LLC
Profil
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.
Postes actifs de Scott Bradley Smith
| Sociétés | Poste | Début |
|---|---|---|
Gould Asset Management LLC
 Gould Asset Management LLC Investment ManagersFinance Gould general investment philosophy is to seek good risk-adjusted return while maintaining a long-term perspective. The firm's management involves investment in the following types of securities: mutual funds, including traditional open-end, exchange-traded (ETF) and closed-end funds; equity securities (stocks); options on mutual funds, equity securities and indexes; fixed-income securities (bonds), including government, corporate and municipal issues; certificates of deposit; exchange-traded limited partnerships; and certain insurance products (for example, variable annuities). | Gestionnaire de Portefeuille-Actions | 01/01/2004 |
Anciens postes connus de Scott Bradley Smith
| Sociétés | Poste | Fin |
|---|---|---|
Tucker Alan, Inc.
 Tucker Alan, Inc. Miscellaneous Commercial ServicesCommercial Services Provides litigation and business consulting services | Corporate Officer/Principal | - |
Formation de Scott Bradley Smith
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Gould general investment philosophy is to seek good risk-adjusted return while maintaining a long-term perspective. The firm's management involves investment in the following types of securities: mutual funds, including traditional open-end, exchange-traded (ETF) and closed-end funds; equity securities (stocks); options on mutual funds, equity securities and indexes; fixed-income securities (bonds), including government, corporate and municipal issues; certificates of deposit; exchange-traded limited partnerships; and certain insurance products (for example, variable annuities). | Finance |
Tucker Alan, Inc.
Tucker Alan, Inc. Miscellaneous Commercial ServicesCommercial Services Provides litigation and business consulting services | Commercial Services |
Claremont McKenna College
 Claremont McKenna College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Claremont Graduate University
 Claremont Graduate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
