Smith is the Principal of Belvedere Group and the portfolio manager.
He is best known for the development of innovative fee structures
for the investment industry. He also has extensive knowledge of
the legal and compliance requirements within the institutional and
corporate retirement marketplace. In addition to authoring numerous
articles on institutional money management, Smith has contributed
to Industry publications such as The Wall Street Journal.
His past experience includes research and sales positions with
several large Wall Street investment banks before founding Belvedere
Group in 1986. He holds a BS in Business Administration from The
Citadel and is a registered Certified Financial Planner.