![Scott Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Robert S.
Smith was previously employed as a Partner, Portfolio Manager & Investment Analyst by Coulter & Justus Financial Services LLC.
He received his undergraduate degree from the University of Tennessee.
Precedenti posizioni note di Scott Smith
| Società | Posizione | Fine |
|---|---|---|
Coulter & Justus Financial Services LLC
 Coulter & Justus Financial Services LLC Investment ManagersFinance C & J Wealth Advisors aims to protect and grow client's assets while minimizing unnecessary taxes and risk. The firm seeks to achieve higher long-term risk-adjusted investment returns by employing fundamental analysis to develop their investment strategies. There are four principal avenues through which they diversify client assets: asset class, size, geographic, and managerial. Investment style is the only area where they do not seek diversification since all client accounts are uniformly managed. | Analyst-Equity | 01/07/2024 |
Formazione di Scott Smith
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
75
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Tennessee
 University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Coulter & Justus Financial Services LLC
Coulter & Justus Financial Services LLC Investment ManagersFinance C & J Wealth Advisors aims to protect and grow client's assets while minimizing unnecessary taxes and risk. The firm seeks to achieve higher long-term risk-adjusted investment returns by employing fundamental analysis to develop their investment strategies. There are four principal avenues through which they diversify client assets: asset class, size, geographic, and managerial. Investment style is the only area where they do not seek diversification since all client accounts are uniformly managed. | Finance |
