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Career history of Charlie Smith
Former positions of Charlie Smith
Companies | Position | Start | End |
---|---|---|---|
Fort Pitt Capital Group LLC
![]() Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Chief Investment Officer | 2015-09-30 | 2021-08-31 |
Founder | 2015-09-30 | 2022-06-30 | |
Portfolio Manager-Equities | 2015-09-30 | 2022-06-30 | |
Fort Pitt Capital Group, Inc.
![]() Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Chief Investment Officer | 1995-07-31 | 2015-09-30 |
Founder | 2010-10-20 | 2015-09-30 | |
Investment Committee Member | 1995-07-31 | 2015-09-30 | |
Portfolio Manager-Equities | 1995-07-31 | 2015-09-30 | |
Bill Few Associates, Inc.
![]() Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Chief Investment Officer | 1991-12-31 | 1994-12-30 |
Muhlenkamp & Co., Inc.
![]() Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Portfolio Manager-Equities | 1983-01-31 | 1991-12-29 |
Training of Charlie Smith
The Pennsylvania State University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Chief Investment Officer | 3 |
Portfolio Manager-Equities | 3 |
Founder | 2 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Fort Pitt Capital Group, Inc.
![]() Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Finance |
Bill Few Associates, Inc.
![]() Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Muhlenkamp & Co., Inc.
![]() Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Finance |
Fort Pitt Capital Group LLC
![]() Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Finance |
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