Michael Smithwick

Background

About Michael Smithwick

Senior investment professional and fiduciary with extensive portfolio management experience, a propensity to think strategically and the ability to work with others in support of investment goals. Creates individual investment strategies based on financial objectives and risk tolerance and manages all aspects of client portfolios. Leads sustainable investment offering, which includes research, design, management, and marketing. Successfully managed $8 billion of pension and 401(k) investments, including developing and implementing investment strategy, performing due diligence for existing and prospective investment managers, managing portfolio risk and reducing fiduciary liability. Key strengths include proven technical and analytical expertise, strong communication skills and the ability to build relationships. Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and Master of Business Administration (MBA). Specialties: • Sustainable (ESG) investing • Investment strategy development and implementation • Investment manager research, analysis and due diligence • Domestic equity, international equity, fixed income, real estate and alternative investment analysis and evaluation • Implementation of fiduciary best practices • Processes, controls and documentation development • Strategic 401(k) investment design • Investment fee reduction • Development of professional relationships at all levels • Influencing decision-making and issue resolution • Investment databases (Morningstar, Zephyr, PSN) Please note that current regulatory policy does not allow us to receive endorsements or recommendations. Testimonial(s)/recommendation(s) may not be representative of the actual financial planning or investment management experience of other clients and/or peers and are not indicative of future performance or success.