LPL Financial
George Henry Smith CFA CAIA CIPM is a seasoned portfolio strategist and assistant vice president at LPL Financial, with extensive expertise in managing a diverse range of asset allocation strategies across $65 billion in assets under management (AUM). With a career that includes significant roles at esteemed firms such as Legal & General Investment Management and Goldman Sachs Asset Management, George has honed skills in portfolio management, risk control, and investment strategy development. A graduate of the University of Bristol with a Bachelor of Science in Mathematics, George also holds multiple professional designations, enhancing capabilities in investment management.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.