Profil
Mr. Robert S.
Smith was previously employed as a Partner, Portfolio Manager & Investment Analyst by Coulter & Justus Financial Services LLC.
He received his undergraduate degree from the University of Tennessee.
Anciens postes connus de Scott Smith
| Sociétés | Poste | Fin |
|---|---|---|
Coulter & Justus Financial Services LLC
 Coulter & Justus Financial Services LLC Investment ManagersFinance Coulter & Justus Financial Services LLC (dba C & J Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in Knoxville, Tennessee. In 2024, the firm was acquired by Modern Wealth Management LLC, a subsidiary of Modern Wealth Holdings LLC. C & J Wealth Advisors provides investment services to individual investors, trusts, estates, foundations and charitable organizations, and retirement plan sponsors. | Analyst-Equity | 01/07/2024 |
Formation de Scott Smith
| University of Tennessee | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Coulter & Justus Financial Services LLC
Coulter & Justus Financial Services LLC Investment ManagersFinance Coulter & Justus Financial Services LLC (dba C & J Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in Knoxville, Tennessee. In 2024, the firm was acquired by Modern Wealth Management LLC, a subsidiary of Modern Wealth Holdings LLC. C & J Wealth Advisors provides investment services to individual investors, trusts, estates, foundations and charitable organizations, and retirement plan sponsors. | Finance |
