Brian Smith

Financial Planner

Brian Smith, CFP® has over a decade of experience in financial planning and investment management. Since November 2017, Brian has served as a Financial Planner at Blue Trust. Prior to this role, Brian worked as an Investment Associate at Manchester Capital Management LLC from May 2013 to April 2017, contributing to an independent, multi-family office with locations in Montecito, CA, New York, NY, Manchester, VT, and Charlottesville, VA. Brian earned a Bachelor of Business Administration (B.B.A.) in Finance and Accounting from the Haslam College of Business at the University of Tennessee, where education was completed from 2008 to 2012, following a foundational education at Brentwood Academy from 2002 to 2008.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices