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
- Director of Wealth Strategy @ (April 2026 - Present)
- Director of Financial Planning @ (March 2020 - April 2026)
- Senior Financial Planner @ (December 2018 - March 2020)
- Wealth Strategist - Financial Planner @ (July 2016 - December 2018)
- Associate Wealth Manager @ (May 2011 - July 2016)
- Senior Account Funding Specialist @ (August 2008 - May 2011)
- Private Wealth Management Intern @ (May 2008 - August 2008)
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 in 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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