Andrew H. Smith

Education

Andrew holds a Bachelor’s degree in Economics and Finance from Southern Methodist University and is currently pursuing his CFA Charter

Andrew H. Smith

Co-Founder and CIO

Mr. Smith brings ten years of experience in the investment management industry with a background in providing investment solutions for Ultra-High Net Worth, Endowments & Foundations, and Family Offices. His expertise has been synthesizing complex data and developing quantitative models that deliver customized investment solutions. His development of quantitative models focuses on multi-asset macro investment strategy, risk-based portfolio analytics, and goals-based portfolio construction methods. Most recently, Mr. Smith served as an Investment Analyst for Bank of Texas, subsidiary of BOKF, where he was tasked in providing custom investment and trading insights to the firms prospective and current clientele. Prior to his role at BOKF, he served as a Senior Associate for The Northern Trust Company.