Please ensure Javascript is enabled for purposes of website accessibility

Wealth management firm appoints new managing director

Stephen Smith has more than 35 years of experience in portfolio management.


  • By
  • | 7:16 a.m. July 26, 2021
  • | 2 Free Articles Remaining!
Courtesy Stephen Smith
Courtesy Stephen Smith
  • Charlotte–Lee–Collier
  • Share

NAPLES — Capital Wealth Advisors has named Stephen Smith managing director of portfolio management.

Smith will oversee trading and portfolio implementation of the firm’s investment strategies and their application to client accounts, according to a statement. He has more than 35 years of experience in portfolio management, security analysis and investment strategy for both individual and retail clients.

Prior to joining Capital Wealth Advisors, he was vice president at Boca Raton-based Noesis Capital, and senior vice president at Sterne Agee Asset Management.

Naples-based Capital Wealth Advisors is an independent financial advisory firm serving families and entrepreneurs through wealth advisory, estate planning and family office services. It has $1.66 billion in assets under management and clients in over 40 states.

 

 

Latest News

×

Special Offer: $5 for 2 Months!

Your free article limit has been reached this month.
Subscribe now for unlimited digital access to our award-winning business news.
Join thousands of executives who rely on us for insights spanning Tampa Bay to Naples.