![Ted Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Theodoro C.
Smith, CFA MBA, is Principal, Chief Operating & Compliance Officer at Wall Street Associates LLC.
He is directly responsible for the research, risk management, and quantitative tools which assist the entire Investment Team in its review of strategy.
Mr. Smith also serves as the firm's Chief Operating Officer, directly responsible for all administrative functions including operations, marketing, and client service.
As Chief Compliance Officer, Mr. Smith is charged with the responsibility of monitoring the firm's compliance with all federal and state securities laws and regulations.
Prior to joining WSA in 1999, he worked for four years at Nicholas-Applegate Capital Management.
He received his undergraduate degree from Maine Maritime Academy and an MBA from the University of San Diego.
He is a member of the CFA Institute, the Financial Analysts Society of San Diego, and the Investment Adviser Association.
Tidigare kända positioner av Ted Smith
| Företag | Position | Slut |
|---|---|---|
Nicholas-Applegate Capital Management
 Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Företagsledare/Principal | - |
Wall Street Associates LLC
 Wall Street Associates LLC Investment ManagersFinance Wall Street Associates (WSA) provides investment management services primarily focused on U.S. growth equity investments consisting of the following strategies: Micro Cap Growth, Institutional Small Growth, Small-Mid Cap Growth, Mid Cap Growth, Concentrated Mid Cap Growth, Large Cap Growth, and the Global Environmental Efficiency Portfolio (GEEP). The majority of assets managed by WSA are invested in long-only strategies for separate accounts and investment funds. The firm's investment approach combines fundamental, bottom-up stock selection with disciplined risk management and seeks to maximize total return. | Verksamhetschef | - |
Ted Smiths utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
52
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Finance |
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Wall Street Associates (WSA) provides investment management services primarily focused on U.S. growth equity investments consisting of the following strategies: Micro Cap Growth, Institutional Small Growth, Small-Mid Cap Growth, Mid Cap Growth, Concentrated Mid Cap Growth, Large Cap Growth, and the Global Environmental Efficiency Portfolio (GEEP). The majority of assets managed by WSA are invested in long-only strategies for separate accounts and investment funds. The firm's investment approach combines fundamental, bottom-up stock selection with disciplined risk management and seeks to maximize total return. | Finance |
Maine Maritime Academy
 Maine Maritime Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
