Profile
Mr. Barry C.
Smith is a Partner at Element Wealth LLC.
Mr. Smith was a partner with Woodridge Capital Portfolio Management prior to their merger with Element Wealth.
He started his investment career in 1978 with the Jackson office of Morgan-Keegan & Co., serving clients as an investment consultant.
n 1983,he accepted a position with Trustmark National Bank in Jackson, Mississippi where he worked for more than 14 years as manager of the Investment Services Department.
From 1992 to 1997 he sat on the board of directors and served as President, CEO and Chief Supervisory Officer for Trustmark Financial Services, Inc. (TFSI), Trustmark’s then broker/dealer subsidiary.
He has a degree in economics from Mississippi State University and an MBA from Millsaps College.
Barry Carl Smith active positions
| Companies | Position | Start |
|---|---|---|
Element Wealth LLC
Element Wealth LLC Investment ManagersFinance Element Wealth implements three primary strategies for managing accounts. Generally, small accounts and retirement plan accounts are managed with mutual funds and/or ETFs while larger accounts use individual securities and/or ETFs. Some accounts will utilize a combination of stocks, ETFs, and mutual funds. The firm utilizes a system of intermediate relative strength to allocate assets across broad asset classes. | Compliance Officer | 01/01/1998 |
Former positions of Barry Carl Smith
| Companies | Position | End |
|---|---|---|
Trustmark National Bank (3327)
Trustmark National Bank (3327) Major BanksFinance Operates as a bank branch | Corporate Officer/Principal | 02/01/1998 |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 02/01/1982 |
Training of Barry Carl Smith
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Millsaps College
Millsaps College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mississippi State University
Mississippi State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Element Wealth LLC
Element Wealth LLC Investment ManagersFinance Element Wealth implements three primary strategies for managing accounts. Generally, small accounts and retirement plan accounts are managed with mutual funds and/or ETFs while larger accounts use individual securities and/or ETFs. Some accounts will utilize a combination of stocks, ETFs, and mutual funds. The firm utilizes a system of intermediate relative strength to allocate assets across broad asset classes. | Finance |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Trustmark National Bank (3327)
Trustmark National Bank (3327) Major BanksFinance Operates as a bank branch | Finance |
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