Norfolk & Plymouth Estate and Business Planning Council


Economic Update

Thursday, October 4, 2018

4 pm to 6:30 pm - Networking, Cocktails & Speaker

110 GRILL, 170 Forbes Rd, Braintree, MA 02184


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              This event is sponsored by:


Meet Our Speaker...

David Smith, CFA - Managing Director and Chief Investment Officer


Presentation Highlights...

  • How FAANG Stocks have driven Market growth
  • Impact of rising interest rates
  • Trade program’s impact on US economy
  • How FAANG Stocks have driven Market growth
  • Impact of rising interest rates
  • Trade program’s impact on US economy

David Smith is the Chief Investment Officer and Senior Portfolio Manager at Rockland Trust and is responsible for the oversight and direction of the Investment Management Group. In this capacity, Mr. Smith is involved in performing research and setting investment policy, as well as managing client portfolios.  

He has worked in the investment management field since 1990. Prior to joining Rockland Trust, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation where he was the lead portfolio manager for the MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. His experience also includes State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group, and managing director of real estate securities at the Tuckerman Group, a real estate subsidiary of SSgA.  

Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charterholder, a member of the CFA Institute, and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Councilthe Advisory Board for the Finance Programs at the Sawyer School of Management at Suffolk University, the Cardinal Cushing / St. Coletta’s School Board of Directors, the South Shore Chamber Board and the Finance Committee of the Greater Boston Chamber of Commerce


 

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