Mr. Smith is the President of one of NewEdge Capital Group’s subsidiaries, NewEdge Securities, Inc. From 2005 through 2022, he served as Senior Vice President of Mid Atlantic Capital Group, overseeing advisor services, which included investment management research, development and management of proprietary advisor-facing programs and services, advisor support services and customer data management and reporting. From 2000 to 2005, he served 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 Mid Atlantic Capital Group, 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 Ernst & Young. Mr. Smith received his Bachelor of Science Degree in Business Administration and Accounting from the University of Pittsburgh.
