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Josh Smith


What I do here:

I work with the investment and trading team on all aspects of the process, from executing trades to assisting on various investment and portfolio management responsibilities.

Why I love my job:

Every day is different and generally presents challenges that need to be overcome. I consider myself an analytical person so I enjoy using data and market information to make decisions that can assist in building and maintaining client wealth.

Work History:

I have been involved in all aspects of the investment management industry in various roles. However, trading and portfolio management duties have been my main responsibility and that what interests me the most.


Bachelor’s of Business Administration, Western Michigan University
Master’s of Science in Finance, Wayne State University

Where I come from:

I have lived in Michigan my whole life, mainly in the metro Detroit area, before moving to Colorado.

A little personal:

I’m a huge football fan both college and NFL (unfortunately a Lions die hard). I’m an outdoors person which is, in part, what brought be to Colorado. I also love to golf, however, I always like to think I am better than I actually am.