Charles Smith's Location
Cleveland, Ohio, United States
Charles Smith's Work
- Senior Wealth Manager @ BNY Mellon Wealth Management
- Senior Vice President and Portfolio Manager @ Huntington National Bank
Charles Smith's Education
- Creighton University
Master’s Degree (Security Analysis and Portfolio Management)
- Baldwin Wallace University
Bachelor’s Degree (Business Administration)
Charles Smith's Skills
- Asset Allocation
- Asset Management
- Portfolio Management
- Wealth Management
- Investments
- Mutual Funds
- Investment Strategies
- Securities
- Alternative Investments
- Equities
Charles Smith's Summary
Charles Smith, based in Cleveland, Ohio, United States, is currently a Senior Wealth Manager at BNY Mellon Wealth Management, bringing experience from previous roles at Huntington National Bank. Charles Smith holds a Master’s Degree in Security Analysis and Portfolio Management @ Creighton University. With a robust skill set that includes Asset Allocation, Asset Management, Portfolio Management, Wealth Management, Investments and more, Charles Smith contributes valuable insights to the industry. Charles Smith has 3 emails and 1 mobile phone number on RocketReach.
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