My name is Jeffrey C. Smith and I am an entrepreneurial-spirited CFA & CMT Charterholder with a unique background in all phases of investment management, including portfolio management, equity analysis, security valuation, and quantitative modeling. Trained by former Fidelity, Putnam, and Harvard Asset Management fund managers, I have been consistently recognized for outstanding professional performance, analytical strengths, and a solid record of delivering investment portfolio returns that consistently outperform comparative market benchmarks. Utilizing my excellent communication skills, I am highly skilled at presenting unique investment insights and recommendations to a diverse ra

Jeffrey Smith
Chief Investment Officer
Peak Financial Management
United States, Massachusetts, Wellesley Hills
About Me
Profile Information
Chief Investment Officer
Peak Financial Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Wellesley Hills
Massachusetts
United States
Sep 4, 2024
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