Mark A. Smith, CFA

Portfolio Manager, Vice President

Mark Smith is a Portfolio Manager at Cary Street Partners. Mark started his career at Chesapeake Capital Corporation, a systematic hedge fund. He graduated with a BSBA in Finance from the University of Richmond and earned his CFA charter in 2013. Mark joined the firm in 2013 and helps guide the investment selection process, including manager due diligence and asset allocation for CSP Global Portfolios offerings. He is a member of the investment committee where he brings in-depth knowledge of the securities marketplace.

Experience:

  • Chesapeake Capital Corporation, Analyst, responsible for fund of fund manager due diligence and a variety of operational roles
  • Admiral Administration, Account Manager, responsible for hedge fund and other investment manager accounting and back office relationships
  • Vero Consulting, Analyst, responsible for product due diligence and client management.

Education/Certifications:

  • University of Richmond, BSBA, Finance
  • CFA Charterholder