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Reilly Smith Location
Boston, MA, US
Reilly Smith Work
2026 -now Vice President, Private Client Group @
2025 -2026 Senior Client Advisor, Private Client Group @
2022 -2025 Senior Investment Analyst @ Lake Street Advisors
2019 -2022 Investment Analyst @
2017 -2018 Financial Analyst @
2016 -2016 Sales Consultant @
Reilly Smith Education
University of Pittsburgh
Bachelor of Science (Business Administration; Finance and Economics)
2012-2016
University of Cape Town
(Humanities/Humanistic Studies)
2014-2014
Reilly Smith Skills
Microsoft Word
PowerPoint
Investments
Microsoft Excel
Research
Customer Service
Financial Analysis
Sales
Economic Research
Data Analysis
Tableau
Reilly Smith Summary
Reilly Smith, based in Boston, MA, US, is currently a Vice President, Private Client Group at SCS Financial. Reilly Smith brings experience from previous roles at SCS Financial, Lake Street Advisors, UBS and LMI. Reilly Smith holds a 2012 - 2016 Bachelor of Science in Business Administration; Finance and Economics @ University of Pittsburgh. With a robust skill set that includes Microsoft Word, PowerPoint, Investments, Microsoft Excel, Research and more. Reilly Smith has 1 emails on RocketReach.
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