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
More profiles to browse
LP
Luisa Pandolfi
HR, Accounting Manager and Client Services Manager
Shaun Thompson
Chief Compliance Officer & Senior Wealth Advisor
PT
Pran Tiku
Founder, President, Principal
CG
Chris Gaffney
Vice President & Senior Wealth Advisor
You Might Like
RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services