Jonathan Wilds Smith
Founder, Managing Partner
Jonathan founded Jonathan Smith & Co. in 1988. He has added two other partners and three associates to create a team of trusted professionals, who bring rational solutions to clients' financial challenges, care for those clients financially speaking and help move them towards enduring financial peace.
Jonathan has had the good fortune of working with high net worth individuals and their families to provide customized end-to-end wealth management solutions. Jonathan also heartily enjoys working with individuals and families in the beginning stages of defining their financial futures and, on occasion, a few wonderful families struggling to make ends meet, some of whom faced obstacles for which no solution seemed to exist.
As Managing Partner, he is responsible for articulating our firm's mission and vision and implementing strategies that reflect our firm's most treasured values. He is ultimately responsible for the firm's investment strategy and serves on the Investment Committee. He actively seeks best-fit clients to serve, who need our help and expertise, extending the richness and reach of our services.
Experience: Jonathan has more than 29 years of investment industry experience. Starting in 1976 as a registered representative for a regional brokerage firm, he built relationships with leading investment advisers and managed brokerage investment accounts. In 1981, he began managing client funds in a private investment fund. In 1987, he left the brokerage business to focus solely on investment management.
Education and Affiliations: Jonathan has a B.A.S. degree in business management from Guilford College. He is an Associate Member of the CFA Institute, The CFA North Carolina Society, and a member of the Guilford College Alumni Association. Jonathan serves on boards of Greensboro Young Life, the Greensboro Symphony Orchestra, Journey Resources, and Bravo Signs and is a charter member of Gate City Rotary.