Scott Smith, CIMA®
Scott is a Certified Investment Management AnalystSM professional and is responsible for investment strategy, manager search & selection, research and analysis of individual equities, and management of the firm’s model portfolios. Scott is also the editor of the quarterly client investment letter. Prior to joining the firm in 2008, Scott worked as a private investment manager in Jackson, Tennessee, along with working as an analyst for a private investment fund in Atlanta. He graduated Cum Laude from the University of Tennessee with a degree in Finance in 2001 and is a member of the Investment Management Consultants Association (IMCA).
Scott is blessed with four sons and two daughters that are the joy of his life. Scott is a member of Providence Church and The Rotary Club of Oak Ridge. In his spare time, Scott enjoys playing basketball, tennis, and relaxing with a good book.