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Daniel Smith

Chief Investment Officer

Piedmont Trust

United States, North Carolina, Greensboro

About Me

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

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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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