Profiel
Mr. Benjamin J.
Smith, CFA MBA, is an Investment Consultant at Guidance Point Advisors LLC.
His focus with the firm's clients is to direct the investments of their investable portfolios.
Prior to working for Guidance Point Advisors, Mr. Smith worked for Acadia Trust, N.A., a subsidiary of Camden National Corporation, as Vice President, Portfolio Manager based in Bangor, Maine.
He assumed responsibility for and oversight of over $300 million in client portfolios, including individuals, families, retirement plans, endowments, foundations, businesses, and trusts; and he served on the Company’s Investment Committee.
He received his B.S.
degree from the University of Maine and an MBA from the University of Maine.
He is a member of the CFA Society of Maine.
Eerdere bekende functies van Ben Smith
| Bedrijven | Functie | Einde |
|---|---|---|
Acadia Trust, N.A.
 Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Lid van de Investeringscommissie | - |
Opleiding van Ben Smith
| University of Maine | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
|---|---|
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Finance |
