CoverProfile

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
View more

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
Profile Photo
Kenneth Bradshaw Jr
CERTIFIED FINANCIAL PLANNER™, Portfolio Manager
Profile Photo
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