Benjamin Smith Email & Phone Number
Principal, Chief Investment Officer @ Guidance Point Retirement Services, LLC.
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Benjamin Smith Location
- Bangor, ME, US
Benjamin Smith Work
- 2012 - now Principal, Chief Investment Officer @
- 2012 - now Principal, Investment Consultant @
- 2019 - now Host @
- 2005 - 2012 Vice President, Portfolio Manager @ Acadia Trust, N.A.
Benjamin Smith Education
- Bangor Region Leadership Institute 2009 - 2010
- University of Maine
Master of Business Administration
2004 - University of Maine
Master of Business Administration (Business Administration, Finance)
1999 - 2004 - Central High School 1999
- CFA Institute
Benjamin Smith Skills
- Portfolio Management
- Wealth Management
- 401k
- Investments
- Asset Allocation
- Asset Managment
- Mutual Funds
- Retirement Planning
- Investment Management
- Investment Strategies
- Financial Analysis
- Analysis
- Financial Markets
- Finance
- Securities
- Investment Advisory
- Asset Management
- Retirement
- Fixed Income
- Equities
- Valuation
- Alternative Investments
- Risk Management
- Financial Advisory
- High Net Worth Individuals
- Blogging
- Podcast
- Marketing Strategy
- Nonprofit Organizations
Benjamin Smith Summary
- Benjamin Smith, based in Bangor, ME, US, is currently a Principal, Chief Investment Officer at Guidance Point Retirement Services, LLC.. Benjamin Smith brings experience from previous roles at Guidance Point Advisors, LLC., The Retirement Success in Maine Podcast and Acadia Trust, N.A.. Benjamin Smith holds a 2009 - 2010 Bangor Region Leadership Institute. With a robust skill set that includes Portfolio Management, Wealth Management, 401k, Investments, Asset Allocation and more. Benjamin Smith has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Guidance Point Retirement Services, LLC. Employees
Chris Ray
Retirement Plan Consultant
Hollis, ME, US
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