Josh Smith Email & Phone Number
Chief Investment Officer @ Capital Wealth Planning, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Josh Smith Location
- Naples, FL, US
Josh Smith Work
- Chief Investment Officer @ (March 2024 - Present)
- Lead Portfolio Manager @ (March 2011 - March 2024)
- Portfolio Manager @ (January 2006 - December 2010)
- Credit Underwriter @ (June 2002 - December 2005)
Josh Smith Education
- Miami University
Bachelor of Science (Finance)
1999-2004
Josh Smith Skills
- Risk Management
- Equities
- Portfolio Management
- Management
- Loans
- Fixed Income
- Banking
- Strategy
- Leadership
- Investments
- Finance
- Strategic Planning
Josh Smith Summary
- Josh Smith, based in Naples, FL, US, is currently a Chief Investment Officer at Capital Wealth Planning, LLC. Josh Smith brings experience from previous roles at Capital Wealth Planning, LLC, First Financial Bank and US Bank. Josh Smith holds a 1999 - 2004 Bachelor of Science in Finance @ Miami University. With a robust skill set that includes Risk Management, Equities, Portfolio Management, Management, Loans and more. Josh Smith has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Josh Smith?
Find contact details for 700 million professionals.
Others Named Josh Smith
Josh Smith
SVP of Sales - Employee Benefits
Bowling Green, KY, US
Josh Smith
Founder and CEO
Mason, MI, US
Josh Smith
Senior Vice President
Kansas City, MO, US
Josh Smith
Vice President, Software Engineer
New York, NY, US
Josh Smith
Co-Founder
Savannah, GA, US
Josh Smith
Chief Technology Officer
Austin, TX, US
Josh Smith
President
Boise, ID, US
Josh Smith
Co-Founder and CEO
Saint Paul, MN, US
Josh Smith
Chief Marketing Officer
New York, NY, US
Josh Smith
Chief Communications Officer
Wilmington, NC, US
Top Capital Wealth Planning, LLC Employees
Traci Simons
Regional Director
Norfolk, VA, US
Josh Smith
Chief Investment Officer
Naples, FL, US
Ryan Carney
Chief Compliance Officer
Naples, FL, US
John Hurle
National Accounts Specialist
Naples, FL, US
Gregg Jones
Midwest Managing Director
Naples, FL, US
Ryland Mathews
Trading Systems Analyst
Naples, FL, US
Jaden Dulaney
Northeast Regional Consultant
Naples, FL, US
Fran Sedgwick
Managing Director- Northeast Region
Philadelphia, PA, US
Dennis Meijer
Director Of Sales
Estero, FL, US
David Whittaker
Client Services Manager
Naples, FL, US
Kevin Simpson
Founder
Naples, FL, US
Kevin Simpson
Founder and Chief Investment Officer
Naples, FL, US
Jeff Christian
Regional Consultant - Midwest
Fort Myers, FL, US
Florencia Cruz
Client Services Associate
Naples, FL, US
Mariana Cuyler
Office and Technology Support Specialist
Cape Coral, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co