Bruce B. Smith

Bruce B. Smith is an experienced financial professional with a career spanning several decades. Currently serving as VP of Investor Development at Carofin since July 2018, Smith also holds the position of Managing Director at Carolina Financial Group, LLC, a role undertaken since December 2011, specializing in investment banking. Previous experience includes a VP Private Banker role at Morgan Stanley Smith Barney from June 2010 to December 2011, where banking solutions were tailored for high-net-worth clients. Earlier positions include President of Buckstone Consulting, where marketing and business development services were provided, and a significant tenure at Merrill Lynch, where Smith held multiple roles including VP Private Banker and was instrumental in establishing a private banking contact center. Smith began their career in advertising, working with prominent companies from 1983 to 1987. An alumnus of Princeton University, Bruce B. Smith earned a BA in American History.