Stephen Smith, AIF®
Securities Trading & Assistant Portfolio Manager at New Covenant Trust Company- Claim this Profile
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Topline Score
Bio
Credentials
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Accredited Investment Fiduciary® (AIF®)
Fi360 (now Broadridge) -
Investment Foundations Certificate
CFA Institute
Experience
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New Covenant Trust Company
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Financial Services
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1 - 100 Employee
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Securities Trading & Assistant Portfolio Manager
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Jan 2020 - Present
Responsible for all phases of portfolio management; including construction, placing securities trades, monitoring security positions, and performance reporting.• Economic and capital markets research for investment strategy development.• Implementation of strategic and tactical asset allocation changes as affirmed by firm's full Investment Committee. Responsible for all phases of portfolio management; including construction, placing securities trades, monitoring security positions, and performance reporting.• Economic and capital markets research for investment strategy development.• Implementation of strategic and tactical asset allocation changes as affirmed by firm's full Investment Committee.
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Sojourn Collective
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United States
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Religious Institutions
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1 - 100 Employee
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Sojourn Church New Albany Missions Director
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Jun 2018 - Present
Deacon and staff position charged to initiate, influence, and implement vision and strategy for the international missions ministry (primarily) of the local church in Southern Indiana and (secondarily) in 5 Greater Louisville sister churches.• Serve as primary point of contact and local advocate for missionary families living abroad. Ensure their physical, mental, and spiritual needs are being met. Procure their transportation, housing, supplies, and spiritual counseling as needed, across a range of geographic and ethnographic settings.• Construct and organize short-term trips to, and events in, international locations to advance the mission and ministry of the church’s long-term missionaries. Recruit, vet, train, and supervise teams of volunteers to accomplish this goal. (Events have ranged in scope from an 8-person spiritual care and counseling retreat to a 1300-attendee business development conference.)• Collaborate in strategic planning with the Missions Directors of 5 other Louisville area churches on a quarterly basis.
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Community
