Daniel joined Piedmont in December 2014. As Chief Investment Officer, he is primarily responsible for overseeing Piedmont’s investment strategies and engaging with clients on their investment portfolios. Daniel also serves on Piedmont’s Compliance Committee and as chairman of Piedmont’s 401(k) Committee. Prior to joining Piedmont, Daniel worked at First Republic Investment Management in Garden City, NY as an Associate Director responsible for the analysis of client investment portfolios and the delivery and execution of investment advice and strategies for high net-worth individuals. Prior to First Republic, Daniel spent three years at US Trust, and B
Daniel Smith
Chief Investment Officer
Piedmont Trust
United States, North Carolina, Greensboro
About Me
Profile Information
Chief Investment Officer
Piedmont Trust
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Greensboro
North Carolina
United States
Jan 8, 2025
Work Experience
Piedmont Trust
Chief Investment Officer Jan 2022 - Present
Email: daniel.smith@piedmonttrust.com
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