Zac Smith, CFA, CIPM
Senior Investment Associate at Prime Buchholz LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Portland, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Prime Buchholz LLC
-
United States
-
Investment Management
-
100 - 200 Employee
-
Senior Investment Associate
-
Jan 2021 - Present
-
-
Business Unit leader
-
Apr 2018 - Dec 2020
Boston, Massachusetts, United States
-
-
Senior Investment Analyst
-
Jul 2017 - Mar 2018
Portsmouth, New Hampshire
-
-
Investment Analyst
-
Aug 2014 - Jun 2017
Portsmouth, NH
-
-
Performance Analyst
-
Sep 2012 - Jul 2014
Portsmouth, NH
-
-
-
-
Institutional Marketing Analyst - MDT Advisers
-
Jan 2007 - Oct 2011
Boston, MA
-
-
Senior Investment Operations Specialist - MDT Advisers
-
Mar 2006 - Dec 2006
Boston, MA
-
-
New Accounts Supervisor - MDT Advisers
-
Jul 2005 - Mar 2006
Boston, MA
-
-
Investment Operations Specialist - MDT Advisers
-
Nov 2003 - Jun 2005
Boston, MA
-
-
-
State Street
-
United States
-
Financial Services
-
700 & Above Employee
-
Portfolio Administrator
-
Jan 2002 - Sep 2003
Boston, MA
-
-
Education
-
Washington and Lee University
Bachelor of Arts (B.A.), Economics -
Greely High School
High School Diploma, General Studies
Community
You need to have a working account to view this content.
Click here to join now
