Senior Associate; Foundation and Institutional Advisory and Global Family Office @ (August 2013 - October 2015)
Wealth Strategist Associate @ (May 2013 - October 2015)
Fall Researsch Associate @ Rockwood Investment Partners (August 2012 - December 2012)
Analyst Intern @ (June 2010 - January 2012)
Analyst Intern @ The Zucker Group (February 2010 - August 2010)
Andrew Smith Education
Southern Methodist University
B.S (Economics; Financial Applications)
2006-2011
Andrew Smith Skills
Alternative Investments
Asset Allocation
Bloomberg
Derivatives
Due Diligence
Economics
Equities
Equity Valuation
Finance
Financial Analysis
Financial Modeling
Financial Statement Analysis
Investment Banking
Investment Management
Investments
Microsoft Excel
Portfolio Management
Valuation
Andrew Smith Summary
Andrew Smith, based in Texas, United States, is currently a Chief Investment Strategist at Delos Capital Advisors. Andrew Smith brings experience from previous roles at Lear Investment Management, BOK Financial and Northern Trust Wealth Management. Andrew Smith holds a 2006 - 2011 B.S in Economics; Financial Applications @ Southern Methodist University. With a robust skill set that includes Alternative Investments, Asset Allocation, Bloomberg, Derivatives, Due Diligence and more. Andrew Smith has 3 emails and 3 mobile phone numbers on RocketReach.
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