Jeffrey Smith Email & Phone Number
Chief Investment Officer @ Peak Financial Management, Inc.
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Jeffrey Smith Location
- Massachusetts, United States
Jeffrey Smith Work
- 2014 -now Chief Investment Officer @
- 2014 -2017 Adjunct Professor @
- 2009 -2014 Chief Investment Officer ♦ Chief Operating Officer ♦ Chief Compliance Officer ► Financial Models @ Wellesley Investment Partners
- 2005 -2009 Equity Analyst ♦ Portfolio Manager ► Research and Analysis ♦ Strategic Planning @ Beaumont Financial Partners
- 1999 -2005 Investment Consultant of Personal Investments Senior Representative ♦ High Net Worth Retirement @
Jeffrey Smith Education
- Questrom School of Business, Boston University
Master's Degree (Investment Management)
2006-2008 - Assumption University
Bachelor's Degree (English)
1995-1999
Jeffrey Smith Skills
- Multi Class Asset Management
- Microsoft Office
- Investor Communications
- Equity Research
- Public Speaking
- Equity Valuation Techniques
- Sales
- Earnings Modeling
- Black Diamond
- Marketing
- Quantitative Research and Analysis
- Alternative Investments
- Portfolio Construction
- Bloomberg
- Trade Coordination and Support
- Portfolio Management
- Fixed Income Valuation
- Investment Strategy
- Investment Management
- Client Service Excellence
- Cross Functional Team
- Trade Coordination
- Institutional/Retail
- Higher Education
- Investments
- Services
- Fixed Income
- Cross Functional Team Leadership
- Risk Analytics
- Series 63
- Baseline
- Valuation
- Institutional/Retail Client Management
- Mutual Funds
- Quantitative Research
- Financial Services
- Equities
- Capital IQ
- Morningstar
- Portfolio Analysis
- Financial Management
- Investor Reporting
- Fixed Income Valuation Modeling
- Multi Class Asset
- Value Line
- Investment Strategies
- Advent
- Asset Allocation
- Marketaxess
- Asset Management
- Client Service
- Finance
- Customer Service
- Business Development
- Equity Valuation
Jeffrey Smith Summary
- Jeffrey Smith, based in Massachusetts, United States, is currently a Chief Investment Officer at Peak Financial Management, Inc.. Jeffrey Smith brings experience from previous roles at Babson College, Wellesley Investment Partners, Beaumont Financial Partners and Fidelity Investments. Jeffrey Smith holds a 2006 - 2008 Master's Degree in Investment Management @ Questrom School of Business, Boston University. With a robust skill set that includes Multi Class Asset Management, Microsoft Office, Investor Communications, Equity Research, Public Speaking and more. Jeffrey Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Peak Financial Management, Inc. Employees
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