Stuart Smith, CFA®
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 to support clients in achieving their financial goals.
Before joining Advus, Stuart was an associate analyst at Highland Associates. He received his BS in finance from Florida State University and his MSF (MS in finance) from Vanderbilt University.
A resident of Orlando, Stuart enjoys golfing, fishing, and reading in his spare time.