CoverProfile

Stuart Smith

Portfolio Manager

Advus Financial Partners LLC

United States, Florida, Winter Park

About Me

Stuart leaves no stone unturned. He applies his strong attention to detail to Advus’ investment manager research framework to help ensure all critical areas of evaluation are addressed. He does the same when managing client portfolios to help optimize allocations along multiple dimensions including asset allocation, asset location and investment vehicles. Stuart’s responsibilities include client portfolio management, strategic asset allocation, investment manager due diligence and capital market research. He specializes in identifying investment managers who can consistently provide superior value to client portfolios as well as structuring portfolios

View more

Profile Information

Portfolio Manager

Advus Financial Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Winter Park

Florida

United States

Jul 31, 2024

Work Experience

Advus Financial Partners LLC

Portfolio Manager
Jun 2021 - Present
Email: ssmith@advuspartners.com

More profiles to browse

Profile Photo
Danny Gay
Partner, Managing Director
AZ
Andrew Zito
President & Chief Operating Officer
ML
Mark Lamoriello
Chief Executive Officer
JL
Jeff Lee
Wealth Advisor

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc