Frank Winbourne Smith

Analista-Rendimento Fisso presso Smith Shellnut Wilson LLC

Consumer Services

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Profilo

Mr. Frank W.
Smith III, CFA MBA, is a Principal at Smith Shellnut Wilson LLC.
He serves as the Investment Manager for institutional bank portfolios.
In this capacity, he is responsible for fixed-income analysis, strategy and trading.
Further, Mr. Smith is responsible for developing investment plans and recommendations in response to clients’ individual needs.
He serves on the Investment Committee considering both equity and fixed- income strategies for the company.
Prior to joining Smith Shellnut in 2005, Mr. Smith worked as a Wealth Management Portfolio Analyst for BankPlus in Ridgeland, MS.
He received his undergraduate degree from Delta State University and an MBA from Millsaps College with a concentration in Finance and Marketing.
In 2012, he earned his CFA designation.

Posizioni attive di Frank Winbourne Smith

Società	Posizione	Inizio
Smith Shellnut Wilson LLC Smith Shellnut Wilson LLC Investment ManagersFinance Smith Shellnut Wilson LLC (SSW) is a SEC-registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 1995 by Frank Smith, Jr. They are a subsidiary of b1Bank Bancshares, Inc., which is owned by Business First Bancshares, Inc. (NASDAQ: BFST). SSW provides portfolio management services to individuals, high net-worth individuals, corporate entities, profit-sharing and retirement plans, charitable institutions, foundations, endowments, municipalities, trust programs, financial institutions, insurance companies and other US institutions.	Analista-Rendimento Fisso	01/07/2005

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Formazione di Frank Winbourne Smith

Millsaps College	Masters Business Admin
Delta State University	Undergraduate Degree

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Aziende private	1
Smith Shellnut Wilson LLC Smith Shellnut Wilson LLC Investment ManagersFinance Smith Shellnut Wilson LLC (SSW) is a SEC-registered investment advisor headquartered in Ridgeland, Mississippi. The firm was founded in 1995 by Frank Smith, Jr. They are a subsidiary of b1Bank Bancshares, Inc., which is owned by Business First Bancshares, Inc. (NASDAQ: BFST). SSW provides portfolio management services to individuals, high net-worth individuals, corporate entities, profit-sharing and retirement plans, charitable institutions, foundations, endowments, municipalities, trust programs, financial institutions, insurance companies and other US institutions.	Finance