CoverProfile

Reilly Smith

Investment Analyst

Lake Street Advisors

United States, Massachusetts, Boston

About Me

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.

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

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