Stephen Smith Email & Phone Number
Senior Vice President- Sr. Investment Strategist @ Bank of New Hampshire
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Stephen Smith Location
- Concord, NH, US
Stephen Smith Work
- Senior Vice President- Sr. Investment Strategist @ (January 2023 - Present)
- Managing Director, Portfolio Management @ (May 2021 - July 2022)
- Board Member @ (June 2009 - June 2019)
- President @ (June 2012 - June 2013)
- Vice President @ (July 2010 - January 2019)
- Senior Vice President @ (August 2002 - July 2010)
- Vice President-Director of Research @ (January 1995 - March 2002)
- AVP-Director of Equity Investments, Investment Centre, Inc. @ (July 1993 - September 1994)
- Officer and Board Member @ (June 1989 - June 1993)
- Trust Investment Officer @ Deposit Guaranty National Bank (merged into Regions Financial) (September 1986 - June 1993)
Stephen Smith Education
- The University of Alabama
BS (Corporate Finance & Investment Management)
1982-1986 - Heritage Academy 1982
Stephen Smith Skills
- Alternative Investments
- Asset Management
- Block Trading
- Client Service & Sales Support
- Endowments
- Equities
- Financial Analysis
- Institutional Investments
- Options
- Portfolio Management
- Separately Managed Accounts
- Supervisory Management
- Technical Analysis
- UHNW families
- Wealth Management
- quantitative screening
- Marketing
- Microsoft Word
- Investments
- Disposition
- Public Policy
Stephen Smith Summary
- Stephen Smith, based in Concord, NH, US, is currently a Senior Vice President- Sr. Investment Strategist at Bank of New Hampshire. Stephen Smith brings experience from previous roles at CAPITAL WEALTH ADVISORS, CFA Society of Alabama and Noesis Capital Management. Stephen Smith holds a 1982 - 1986 BS in Corporate Finance & Investment Management @ The University of Alabama. With a robust skill set that includes Alternative Investments, Asset Management, Block Trading, Client Service & Sales Support, Endowments and more. Stephen Smith has 1 emails and 4 mobile phone numbers on RocketReach.
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