

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

Kenneth Bradshaw Jr
CERTIFIED FINANCIAL PLANNER™, Portfolio Manager
CP
Chris Paleologus
Portfolio Manager

Thomas Meyer
Chief Executive Officer
MH
Michael Howley
Portfolio Manager
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University