Josh Smith, CFA

Lead Portfolio Manager at Capital Wealth Planning, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US
Languages
  • English -
Skills

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • Capital Wealth Planning, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Lead Portfolio Manager
      • Mar 2011 - Present

      Responsible to the day-to-day management of our core SMA strategies available on multiple investment platforms. Also, provide investment and trading expertise across the various asset classes, and assure best execution on a consistent basis. Responsible to the day-to-day management of our core SMA strategies available on multiple investment platforms. Also, provide investment and trading expertise across the various asset classes, and assure best execution on a consistent basis.

  • First Financial Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Portfolio Manager
      • Jan 2006 - Dec 2010

      Primarily provide investment management to Trust Department clients for generational continuation. Also managed separate account program for more aggressive investors according to equity strategies built and managed in-house. Primarily provide investment management to Trust Department clients for generational continuation. Also managed separate account program for more aggressive investors according to equity strategies built and managed in-house.

  • U.S. Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Credit Underwriter
      • Jun 2002 - Dec 2005

      Commercial Lending Department, conduct risk assessment analysis of various types of lending proposals from the straightforward to the very complex, which demands a strong combination of interpersonal, analytical and decision-making skills centered on risk management. Commercial Lending Department, conduct risk assessment analysis of various types of lending proposals from the straightforward to the very complex, which demands a strong combination of interpersonal, analytical and decision-making skills centered on risk management.

Education

  • Miami University
    Bachelor of Science, Finance
    1999 - 2004

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