Reilly Smith is an Investment Analyst at Lake Street Advisors, responsible for the implementation of investment strategies, investment research, and portfolio management. Prior to joining Lake Street in 2022, Reilly was an associate at UBS Private Wealth Management in Washington DC, where he was responsible for portfolio management, market research and trading. Before UBS, Reilly worked at the Logistics Management Institute in Washington DC, providing consulting services to a wide range of clients from the US Department of Health and Human Services to the US House of Representatives. Reilly holds a Bachelor of Science degree in finance and economics from the University of Pittsburgh.

Reilly Smith
Investment Analyst
Lake Street Advisors
United States, Massachusetts, Boston
About Me
Profile Information
Investment Analyst
Lake Street Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Aug 8, 2024
Work Experience
Lake Street Advisors
Investment Analyst May 2022 - Present
Email: reilly@lakestreetadvisors.com
More profiles to browse
Buddy Webb
Partner and Chief Investment Officer
Shawn Valliere
Partner
Hunter Steadley
Investment Advisor
PA
Peter Ankeny
Wealth Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
DH
Dennis Hanson
Principal
Jamison Hanson
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank