Steve Smith
Chief Executive Officer at Smith Group Asset Management LLC
Profile
Mr. Stephen S.
Smith, CFA MBA, is a Chief Executive Officer at Cantor Select Portfolios Trust, a Founder ,CEO & Portfolio Manager at Smith Group Asset Management LLC, a Member at CFA Institute and a Member at CFA Society of Dallas-Fort Worth, Inc.
He began his career in the late 1960s as an engineer with NASA in the lunar landing program.
He joined Wachovia Bank as a computer systems analyst in the mid-1970s, and transitioned to the bank’s investment management division in order to help design and implement a portfolio management system.
Mr. Smith left Wachovia and joined what is now known as Bank of America in 1983.
He held a number of senior investment positions at Bank of America until he departed in 1995 to found Smith Group.
Mr. Smith has an engineering degree and an MBA, both from the University of Alabama, and he was awarded the Chartered Financial Analyst designation in 1981.
Mr. Smith is a member of the CFA Institute and the CFA Society of Dallas-Ft.
Worth.
Mr. Smith is an active volunteer in his community, and serves on the board of directors for a number of charitable organizations.
Steve Smith active positions
| Companies | Position | Start |
|---|---|---|
Smith Group Asset Management LLC
 Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Chief Executive Officer | 01/01/1995 |
Cantor Select Portfolios Trust
 Cantor Select Portfolios Trust Finance/Rental/LeasingFinance Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Chief Executive Officer | - |
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 | - |
| CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal | - |
Former positions of Steve Smith
| Companies | Position | End |
|---|---|---|
Discovery Management Ltd.
 Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Corporate Officer/Principal | 29/02/2008 |
| NationsBank Corp. | Corporate Officer/Principal | 30/10/1995 |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | 31/08/1983 |
Smith Asset Management Group LP
 Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Chief Executive Officer | - |
Training of Steve Smith
| The University of Alabama | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
| NationsBank Corp. | Finance |
Discovery Management Ltd.
Discovery Management Ltd. Investment ManagersFinance Founded by Stephen Summers in 2003, Discovery Management Ltd. is a hedge fund manager located in Dallas, Texas. The firm is a subsidiary of Smith Asset Management Group LP, a registered investment advisor also located in Dallas. Discovery Management Ltd. manages the Defender Fund Ltd. and the Discovery Partners LP. | Finance |
Smith Asset Management Group LP
Smith Asset Management Group LP Investment ManagersFinance Smith Asset Management Group LP (Smith Group) is a wealth management firm and registered investment advisor headquartered in Dallas, Texas. The firm was founded by Steve Smith in 1995 and they do-business-as Smith Group Asset Management. They are a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately held by Cantor Fitzgerald LP. Smith Group provides portfolio management services to individuals, high net-worth individuals, banking and thrift institutions, investment companies including mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms and UMAs. | Finance |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | 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 |
Smith Group Asset Management LLC
Smith Group Asset Management LLC Investment ManagersFinance Smith Group Asset Management LLC (Smith Group) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Stephen Smith in 1995. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors LP, ultimately owned by Cantor Fitzgerald LP. Smith Group manages assets for a diverse list of clients that includes individuals, high-net worth individuals, banking and thrift institutions, investment companies such as mutual funds, corporate pension and profit-sharing plans, multi-employer plans, other pooled investment vehicles, charitable institutions, corporations and businesses not listed above, state or municipal government entities, WRAP platforms, and UMA’s. | Finance |
Cantor Select Portfolios Trust
Cantor Select Portfolios Trust Finance/Rental/LeasingFinance Cantor Select Portfolios Trust is a statutory trust and is authorized to have multiple series or portfolios. The company was founded on December 16, 2021 and is headquartered in New York, NY. | Finance |
| CFA Society of Dallas-Fort Worth, Inc. |
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