Emily Smith Email & Phone Number
Director of Wealth Strategy @ Evolve Private Wealth
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Emily Smith Location
- New York, NY, US
Emily Smith Work
- 2026 -now Director of Wealth Strategy @
- 2020 -2026 Director of Financial Planning @
- 2018 -2020 Senior Financial Planner @
- 2016 -2018 Wealth Strategist - Financial Planner @
- 2011 -2016 Associate Wealth Manager @
- 2008 -2011 Senior Account Funding Specialist @
- 2008 -2008 Private Wealth Management Intern @
Emily Smith Education
- New York University
School of Continuing and Professional Studies, Certificate in Financial Planning
2013-2015 - New York Banker's Association
(Trust and Estate Administration School)
2014-2014 - Fordham University
B.A. (Business Administration)
Emily Smith Skills
- Hedge Funds
- Portfolio Management
- Securities
- Mutual Funds
- Leadership
- CRM
- Bloomberg
- Management
- Investments
- Alternative Investments
- Fixed Income
- Asset Allocation
- Investment Management
- Wealth Management
- Equities
- Financial Planning
- Asset Management
Emily Smith Summary
- Emily Smith, based in New York, NY, US, is currently a Director of Wealth Strategy at Evolve Private Wealth. Emily Smith brings experience from previous roles at Williams Jones Wealth Management, Lenox Wealth Advisors and BNY Mellon Wealth Management. Emily Smith holds a 2013 - 2015 School of Continuing and Professional Studies, Certificate in Financial Planning @ New York University. With a robust skill set that includes Hedge Funds, Portfolio Management, Securities, Mutual Funds, Leadership and more. Emily Smith has 7 emails and 4 mobile phone numbers on RocketReach.
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