Scott Smith
Analyst-Equity at Coulter & Justus Financial Services LLC
Profile
Mr. Robert S.
Smith is a Partner, Portfolio Manager & Investment Analyst at Coulter & Justus Financial Services LLC.
He is responsible for investment strategy, manager search and selection, research and analysis of individual equities, and management of the firm’s model portfolios.
He is also the editor of the quarterly client investment letter.
His greatest satisfaction comes from the role he plays in helping our clients achieve their financial goals and objectives.
His intellectual curiosity, honesty, humility and discipline help our clients navigate the constantly changing market landscape.
Prior to joining the firm in 2008, he worked as a private investment manager in Jackson, Tennessee, along with working as an analyst for a private investment fund in Atlanta.
He graduated Cum Laude in 2001 with a degree in finance from the University of Tennessee.
He is also a member of the Investment & Wealth Institute.
He is a Certified Investment Management Analyst.
Scott Smith active positions
Companies | Position | Start |
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Coulter & Justus Financial Services LLC
Coulter & Justus Financial Services LLC Investment ManagersFinance Coulter & Justus Financial Services LLC (dba C & J Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. C & J Wealth Advisors provide investment services to individual investors, trusts, estates, foundations and charitable organizations, and retirement plan sponsors. | Analyst-Equity | 2008-07-31 |
Training of Scott Smith
University of Tennessee | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Coulter & Justus Financial Services LLC
Coulter & Justus Financial Services LLC Investment ManagersFinance Coulter & Justus Financial Services LLC (dba C & J Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Knoxville, Tennessee. C & J Wealth Advisors provide investment services to individual investors, trusts, estates, foundations and charitable organizations, and retirement plan sponsors. | Finance |
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