David Michael Smith

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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
Cypress Capital Group, Inc. Cypress Capital Group, Inc. Investment ManagersFinance CCG employs an asset allocation investment approach in order to determine the optimal portfolio allocations to distinct asset classes based on investors’ time horizon. The firm focuses on individual security management using the following asset classes: Equity and Fixed Income Securities, and occasionally Warrants and Options. They employ a team-driven approach to its equity investment process and together with its affiliate sub-advisor, Cypress Trust Company, provide a front-end screening to focus the research efforts of the investment team on a manageable list of attractive stocks. CCG is a largely a buy and hold investor and have a low turnover within their bond holdings.	Portfolio Manager-Equities	2013-08-04
First National Bank (Rosedale, Mississippi) First National Bank (Rosedale, Mississippi) Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	-
Bankers Trust Co. of Texas Bankers Trust Co. of Texas Regional BanksFinance Provides banking and wealth management services	Corporate Officer/Principal	-
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Corporate Officer/Principal	-

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Private companies	5
Cypress Capital Group, Inc. Cypress Capital Group, Inc. Investment ManagersFinance CCG employs an asset allocation investment approach in order to determine the optimal portfolio allocations to distinct asset classes based on investors’ time horizon. The firm focuses on individual security management using the following asset classes: Equity and Fixed Income Securities, and occasionally Warrants and Options. They employ a team-driven approach to its equity investment process and together with its affiliate sub-advisor, Cypress Trust Company, provide a front-end screening to focus the research efforts of the investment team on a manageable list of attractive stocks. CCG is a largely a buy and hold investor and have a low turnover within their bond holdings.	Finance
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bankers Trust Co. of Texas Bankers Trust Co. of Texas Regional BanksFinance Provides banking and wealth management services	Finance
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance
First National Bank (Rosedale, Mississippi) First National Bank (Rosedale, Mississippi) Major BanksFinance Provides commercial banking services	Finance