Hank Smith began their work experience in 1985 as a Senior Investment Officer/Portfolio Manager at PNC. In 1988, they moved on to BNY Mellon where they served as an Assistant Vice President/Portfolio Manager until 1991. Starting in 1991, they worked at The Haverford Trust Company as the Director & Head of Investment Strategy.
Hank Smith attended Franklin & Marshall College from 1980 to 1984, where they obtained a Bachelor of Arts (BA) degree in Accounting. In addition to their degree, Hank also holds certifications in Series 63, Series 65, and Series 7, all obtained through FINRA. The exact months and years of when these certifications were obtained are not provided.
September, 1991 - present
Managing Director - Head Of Investment Strategy At Mediobanca Private Banking at Mediobanca
Managing Director, Head Of Investment Strategy, Sustainability, And Asset Management at Investment Management Corporation of Ontario (IMCO)
Managing Director, Head Of Investment Strategy at RBC Wealth Management