Jonathan Wilds Smith
Founder, Managing Partner
Jonathan Smith develops rational solutions to clients' financial challenges, cares for their financial affairs and helps move them towards financial peace.
While a stock broker in 1976 when the Dow Jones was 985, Jonathan built relationships with individual clients and fund managers, like Kurt Lindner of Lindner Fund, John M. Templeton of Templeton Funds and learned security analysis. In 1981, he started a private investment fund and later left the commission-based brokerage business in 1987 to focus solely it. A year later, he founded on Jonathan Smith & Co., Investment Counsel, a fee-only fiduciarial investment advisory firm.
Jonathan provides customized, comprehensive wealth management solutions to high net worth individuals, businesses and foundations. He also works with investors in the beginning stages of defining their financial futures. He is responsible for articulating the firm’s mission and aligning it with all that the firm thinks, says and does. Grounded on the bedrock belief that money, like air, trees and water, is a renewable resource, Jonathan implements strategies on behalf of the firm’s clients that reflect the firm’s values. He is a fourth generation resource conservationist; his parents, now deceased, were Life Trustees of The Trustees of Reservations.
Jonathan earned a B.A.S. degree in business management from Guilford College in 1975. Though he holds no professional designations, he has survived seven bear markets lasting between 2 to 78 months and losing between 15% and 78%. He is an Associate Member of CFA Institute, CFA Society North Carolina, and a member of Guilford College Alumni Association. He is a trustee of Greensboro Symphony Endowment Fund and serves on the boards of Greensboro Children’s Museum, Greensboro Young Life and Journey Resources. He is an Ambassador of Greensboro Children’s Museum Edible Schoolyard, a Paul Harris Fellow in the Gate City Rotary Club and serves on the development committee of Community Foundation of Greater Greensboro. He served on the board of Greensboro Symphony Orchestra and chaired Alzheimer’s Association’s 2011 Greensboro Memory Walk. He and his family are responsible for bringing the Lighted Christmas Balls to Greensboro. This single annual light display has collected more than 32,000 pounds of food and $48,000 to help feed the hungry in our community.