Justin Smith
Investment Associate, Assistant to the Portfolio Manager
Justin, under the supervision of Brian May, researches equities and analyzes individual holdings and asset allocations in client portfolios. As a Client Service Representative, Justin is able to take calls for any client's day-to-day needs. He is also involved with information technology and our corporate productivity enhancements.
Experience: Formerly with the First Citizens Bank Trust Department in Raleigh, NC, Justin worked as a Settlement Specialist before being promoted to Trust Accountant. As Settlement Specialist, Justin was responsible for settling and balancing all equity and debt transactions for the Trust Department. As Trust Accountant, Justin was responsible for making accuracy improvements in the balancing and production of FCB Wealth Management client statements, leading to increased customer satisfaction.
Education and Affiliations: Justin graduated magna cum laude from North Carolina State University and holds a B.S. degree in Business Management with a concentration in Finance and a minor in Economics. He was one of eight University Scholars in his major and a member of Omicron Delta Epsilon, the Economics honors society. Justin is currently a Level III Candidate in the Chartered Financial Analyst® (CFA®) program, sponsored by the CFA Institute.