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Scott Bradley Smith
Portfolio Manager-Equities at Gould Asset Management LLC
Profile
Mr. Scott B.
Smith, CFA MBA, is a Partner & Senior Portfolio Manager at Gould Asset Management LLC.
He joined the firm in 2004.
In his role, he provides ongoing expert management of client investment portfolios, with an emphasis on Gould’s asset allocation and covered-call writing strategies.
He also oversees the firm’s investment technology initiatives.
Prior to 2004, Mr. Smith worked as a business and litigation consultant for Tucker Alan Inc (now Navigant Consulting) where he performed financial and economic analyses, developed financial models, and conducted market and company-specific research.
He received a BA in economics, with honors, from Claremont McKenna College and an MBA from the Peter F.
Drucker and Masatoshi Ito Graduate School of Management at the Claremont Graduate University.
He holds the Chartered Financial Analyst designation, and is a member of the CFA Institute and the CFA Society of Los Angeles.
Scott Bradley Smith active positions
Companies | Position | Start |
---|---|---|
Gould Asset Management LLC
![]() Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Portfolio Manager-Equities | 2003-12-31 |
Former positions of Scott Bradley Smith
Companies | Position | End |
---|---|---|
Tucker Alan, Inc.
![]() Tucker Alan, Inc. Miscellaneous Commercial ServicesCommercial Services Tucker Alan, Inc. provided litigation and business consulting services. The company was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Training of Scott Bradley Smith
Claremont McKenna College | Undergraduate Degree |
Claremont Graduate University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Gould Asset Management LLC
![]() Gould Asset Management LLC Investment ManagersFinance Founded in 1999 by Donald Gould, Gould Asset Management LLC is a registered investment advisor located in Claremont, California. The firm manages private investment funds and separate accounts for high net-worth individuals and small-to-medium sized institutions. | Finance |
Tucker Alan, Inc.
![]() Tucker Alan, Inc. Miscellaneous Commercial ServicesCommercial Services Tucker Alan, Inc. provided litigation and business consulting services. The company was headquartered in Chicago, IL. | Commercial Services |
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