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Jeffrey Smith

Chief Investment Officer

Peak Financial Management

United States, Massachusetts, Wellesley Hills

About Me

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

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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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