SVP, Product Management
Mr. Smith oversees advisor services, which includes investment management research, development and management of proprietary advisor-facing programs and services, advisor support services and customer data management and reporting. Mr. Smith rejoined Mid Atlantic in January 2005 after resigning in 2000 to serve as Chief Investment Officer of Longboat Capital Management. While at Longboat, Mr. Smith focused primarily on the firm’s hedge fund investment portfolios. Prior to Longboat, Mr. Smith served as a Vice President with MACG, in its product management area. Mr. Smith became licensed as a Certified Public Accountant while employed at the start of his career with the international accounting firm of Arthur Young. Mr. Smith received his B.S. Degree in Business Administration and Accounting from the University of Pittsburgh in 1986. He is a Registered Representative of the broker-dealer and holds the Series 3, 7, 24 and 63 securities licenses.