Contact
15+
Years of
Experience
Nicholas Smith CFA
team page

Nicholas Smith

CFA

Investment Research Analyst

Tampa, Florida

813.934.6234

Responsibility

A member of the Fidelis Investment Committee, Nick works with clients to develop and implement investment portfolios that help them meet their long-term investment goals.

Prior
Positions

  • 6 years at Wells Fargo Private Bank as an Investment Management Specialist
  • 4 years at Abbot Downing as Investment Analyst
  • 2 years at Wells Fargo as Investment Manager
  • 1 year at Citigroup as a Securities Processing Analyst
  • 1 year at Bank of America (formerly U.S. Trust) as Portfolio Specialist
  • 1 year at Raymond James as a Due Diligence Analyst

Credentials

  • Chartered Financial Analyst (CFA)
  • Bachelors and Master’s degrees in Finance, University of Illinois at Champaign-Urbana

Personal
Profile

  • Member of the CFA Society of Naples, Florida

Nick and his family reside in St. Petersburg, Florida, with their Scottish terrier.
In his spare time, Nick devotes himself to remodeling his home.

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