Stephen Smith

Stephen Smith, CFA has extensive work experience in the finance industry. Stephen is currently working as a Senior Vice President and Sr. Investment Strategist at Bank of New Hampshire since January 2023. Before this, they served as a Managing Director and Portfolio Management Team Leader at CAPITAL WEALTH ADVISORS from May 2021 to July 2022. Stephen also held various roles at CFA Society of Alabama, including being a Board Member from June 2009 to June 2019 and serving as President from June 2012 to June 2013.

Stephen has also worked at Noesis Capital Management as a Vice President and Senior Portfolio Manager from July 2010 to January 2019. Prior to that, they were a Senior Vice President and Senior Portfolio Manager at Sterne Agee Asset Management from August 2002 to July 2010. Stephen started their career as a Vice President and Director of Research at Colony Capital Management from January 1995 to March 2002.

Stephen's experience also includes working as an AVP and Director of Equity Investments at ING Investment Centre, Inc. (Voya Financial) from July 1993 to September 1994. Stephen has served as an Officer and Board Member at CFA Society of Mississippi from June 1989 to June 1993. Stephen began their career as a Trust Investment Officer at Deposit Guaranty National Bank (merged into Regions Financial) from September 1986 to June 1993.

Stephen Smith, CFA, holds a Bachelor of Science (BS) degree in Corporate Finance & Investment Management from The University of Alabama, which they obtained from 1982 to 1986. Prior to this, they attended Heritage Academy in an unspecified year. In terms of additional certifications, Stephen Smith has obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in August 1993. Stephen has also completed the CFA Professional Learning Program, although specific details such as the month and year of completion are not provided.