
Michael Smithwick
Senior Portfolio Manager
Meyer Capital Group
United States, New Jersey, Marlton
About Me
Senior investment professional and fiduciary with extensive portfolio management experience, a propensity to think strategically and the ability to work with others in support of investment goals. Creates individual investment strategies based on financial objectives and risk tolerance and manages all aspects of client portfolios. Leads sustainable investment offering, which includes research, design, management, and marketing. Successfully managed $8 billion of pension and 401(k) investments, including developing and implementing investment strategy, performing due diligence for existing and prospective investment managers, managing portfolio risk and reducing fiduciary liability. Key stren
Profile Information
Senior Portfolio Manager
Meyer Capital Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Marlton
New Jersey
United States
May 15, 2024
More profiles to browse
MR
Marianne Rullo
Portfolio Manager and Investment Committee Member
DM
Danielle Margulis
Portfolio Manager & Lead Financial Planner

Kenneth Bradshaw Jr
CERTIFIED FINANCIAL PLANNER™, Portfolio Manager
Michael Howley
Senior Wealth Advisor
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation