Brian May
Partner, Senior Portfolio Manager
Brian joined the firm as an Investment Associate in 1994, became a partner in 2001 and is responsible for serving the firm's multi-generational clients. As Senior Portfolio Manager, he serves on the Investment Committee, develops and supervises Investment Associates and Assistant Portfolio Managers, oversees the firm's investment processes, and articulates and executes investment strategy.
One of Brian’s key strengths is his ability to identify assets with a high probability for poor performance and to reallocate those assets from areas of lower yield and productivity to areas of higher yield and productivity. He is also responsible for overseeing several areas within the organization including IT, Best Execution and Trade Management Procedures, Disaster Recovery, and Proxy Voting Policy and Procedures. He is an integral member of the team as his expertise is broad and detailed.
Experience: Brian has 11 years of direct experience under the mentorship of Jonathan Smith. Before joining Jonathan Smith & Co., Brian was marketing manager and network systems administrator for a company in the furniture equipment industry.
Education and Affiliations: Brian has a B.S. in Business Administration from Appalachian State University, and a Master of Divinity from Asbury Theological Seminary. Brian was part of the original team that formed Caldwell Academy of Greensboro, North Carolina, a K-12 classical Christian school. He is a pending Associate Member of the CFA Institute, and is on the Elder Board of Grace Community Church.