David Byron Smith
Chief Investment Officer at Rockland Trust Co.
Profile
Mr. David B.
Smith, CFA, is a Managing Director & Chief Investment Officer at Bright Rock Capital Management LLC, a Managing Director & Chief Investment Officer at Rockland Trust Co., a Member at CFA Institute and a Member at The Boston Security Analysts Society, Inc. In Bright Rock Capital Management he is responsible for the oversight and direction of the Investment Management Group.
In this capacity, he is involved in performing research and setting investment policy, as well as managing client portfolios.
He serves on the SSgA Advisory Council, the Advisory Board for the Finance Programs at the Sawyer School of Management at Suffolk University, the Cardinal Cushing / St. Coletta's School Board of Directors and the South Shore Chamber Board.
Mr. Smith has worked in the investment management field since 1990.
Prior to joining Rockland Trust, he was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors, a subsidiary of Mellon Financial Corporation where he was the lead portfolio manager for the MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies.
His experience also includes State Street Global Advisors where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group, and managing director of real estate securities at the Tuckerman Group, a real estate subsidiary of SSgA.
Mr. Smith holds a B.A.
in Economics from the University of Massachusetts/Amherst and a M.S.
in Finance from the Sawyer School of Management at Suffolk University.
He is a CFA charterholder, a member of the CFA Institute, and the Boston Security Analysts Society.
David Byron Smith active positions
| Companies | Position | Start |
|---|---|---|
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Chief Investment Officer | 01/12/2003 |
Bright Rock Capital Management LLC
 Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Investment Officer | 01/01/2010 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
Former positions of David Byron Smith
| Companies | Position | End |
|---|---|---|
The Tuckerman Group LLC
 The Tuckerman Group LLC Investment ManagersFinance Founded in 1998, the Tuckerman Group LLC is a registered investment advisor and mutual fund manager headquartered in Rye Brook, New York. The firm manages public and private real estate investments for institutional and individual investors. | Corporate Officer/Principal | 31/12/2003 |
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Corporate Officer/Principal | - |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Corporate Officer/Principal | 31/08/2001 |
Training of David Byron Smith
| University of Massachusetts | Undergraduate Degree |
| Sawyer Business School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
The Tuckerman Group LLC
The Tuckerman Group LLC Investment ManagersFinance Founded in 1998, the Tuckerman Group LLC is a registered investment advisor and mutual fund manager headquartered in Rye Brook, New York. The firm manages public and private real estate investments for institutional and individual investors. | Finance |
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Finance |
Bright Rock Capital Management LLC
Bright Rock Capital Management LLC Investment ManagersFinance Bright Rock Capital Management LLC (BRCM) is a registered investment advisor headquartered in Hanover, Massachusetts and was founded in 2010. The firm is a subsidiary of Rockland Trust Co. and their ultimate parent is Independent Bank Corp. (NASDAQ: INDB). BRCM offers investment advisory services to the Bright Rock Funds, high-net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| The Boston Security Analysts Society, Inc. |
- Stock Market
- Insiders
- David Byron Smith
