![David B. Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Smith is a Senior Investment Professional and Client Relationship Manager.
He works closely with clients to define investment objectives, determine appropriate asset allocation, implement portfolio investments, and monitor results.
He is also a specialist in tax-exempt fixed-income investments and oversees the organization’s bond team.
Prior to joining Atlantic Trust in 1998, he was a Vice President and Portfolio Manager at MFS Investment Management.
He is a member of the Boston Security Analysts Society and the Financial Planning Association.
He earned his BA in Economics at Union College, his MBA in Finance from Babson College, and holds the Chartered Financial Analyst designation.
Former positions of David B. Smith
| Companies | Position | End |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Analyst-Fixed Income | 08/02/2005 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Portfolio Manager-Equities | 01/01/1998 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
54
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
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