Profile
David Michael Smith worked as a Senior Portfolio Manager at Cypress Capital Group, Inc. from 2006 to 2013.
Prior to that, he worked as an Assistant Vice President at Bankers Trust Co. of Texas, a Vice President & Portfolio Manager at United States Trust Co., NA, and a Financial Analyst at First National Bank (Rosedale, Mississippi).
He received his undergraduate degree from Princeton University in 1988.
Former positions of David Michael Smith
Companies | Position | End |
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Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Portfolio Manager-Equities | 2013-08-04 |
First National Bank (Rosedale, Mississippi) | Corporate Officer/Principal | - |
Bankers Trust Co. of Texas
Bankers Trust Co. of Texas Financial ConglomeratesFinance Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX. | Corporate Officer/Principal | - |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Training of David Michael Smith
Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Bankers Trust Co. of Texas
Bankers Trust Co. of Texas Financial ConglomeratesFinance Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX. | Finance |
First National Bank (Rosedale, Mississippi) | Finance |
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