Smith Group Asset Management
Smith Group Asset Management is a business of Cantor Fitzgerald Investment Advisors. Based in Dallas, Texas we are dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. The firm's team of experienced investment professionals, all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive, multi-step engineering approach to portfolio management. The firm takes a team-based approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time. To view recent publications by the Smith Group Asset Management team, please visit
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Verified contacts
11
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
121
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- SJ
Stephanie Jones
Director of Non-u s Equities, Partner · Other
EmailPhone - BK
Bill Ketterer
Portfolio Manager · Finance & Accounting
EmailPhone - BP
Bridgett Perry
Investment Associate · Finance & Accounting
EmailPhone - PS
Phil Smith
Investment Associate · Finance & Accounting
EmailPhone - TF
Tyler Fulton
Portfolio Trader · Finance & Accounting
EmailPhone - BW
Bridgett Wade
Investment Associate · Finance & Accounting
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Smith Group Asset Management
8 distinct titles indexed · top 8 shown.
- 3investment associate
- 1director of non-u s equities, partner
- 1financial advisor
- 1foreign exchange trader
- 1graduate from devry university
- 1manager
- 1portfolio manager
- 1portfolio trader
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