Frank M. Smith
Frank Smith is Founder and President of Smith Asset Management, Inc., an investment advisory firm he established in 1997.
Prior to forming Smith Asset Management, Mr. Smith held senior level positions with CoreStates Bank and US Trust Company. Earlier in Frank's career, he managed the equity and municipal bond portfolios for New Jersey Manufacturers Insurance Company. Mr. Smith previously served as an equity analyst for Merrill Lynch in New York City and at Girard Bank in Philadelphia.
Frank has lectured widely on financial topics throughout the Delaware Valley. Topics included "Managing Investments in an Uncertain Climate", "Basic Investing" and "Teaching Kids about Money". Smith has taught in the Business School at The College of New Jersey as a member of its adjunct faculty and was an Instructor for the Pennsylvania Insurance Department Continuing Education program.
Smith has appeared in various National and Local publications, and co-authored the article "Review of Investment Software" for PC Magazine.
Mr. Smith earned his certification as a Chartered Financial Analyst (CFA) and holds both a Masters of Business Administration, with concentrations in Investments and International Business, and a Bachelor of Science degree in Finance from Drexel University. He is a member of the Chartered Financial Analyst Institute, New York Society of Security Analysts, and American Association of Individual Investors.
An active member of his community, Frank serves on the Investment Committee of the local Volunteer Fire Company and is Chairman of the Scholarship Committee for a youth athletic association. He has worked with several non-profit organizations and served on boards of area schools and youth groups.