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John Richard Smith
Portfolio Manager-Equities at Detalus Advisors LLC
Profile
Mr. John R.
Smith is Senior Portfolio Manager at Detalus Advisors LLC.
He is responsible for strategy and overall portfolio management of institutional client investment portfolios at Detalus.
He also consults on a variety of asset/liability issues and participates in many clients’ ALCO meetings.
Prior to joining Detalus, Mr. Smith served as Investment Advisor at Betzold Investment Group, managing investment portfolios for financial institutions and other institutional clients while providing technical support, research, and analysis to the firm’s sales force.
From 1991 to 1999, he served as the Vice President and Chief Investment Officer of Firstbank of Illinois.
His responsibilities included managing the affiliate bank investment portfolios and ALCO processes.
Mr. Smith earned a B.S.
in accounting from University of Indiana – Bloomington.
John Richard Smith active positions
Companies | Position | Start |
---|---|---|
Detalus Advisors LLC
![]() Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Portfolio Manager-Equities | 31/12/2001 |
Former positions of John Richard Smith
Companies | Position | End |
---|---|---|
FirstBank of Illinois Co. | Corporate Officer/Principal | 30/12/1998 |
Training of John Richard Smith
Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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FirstBank of Illinois Co. | Finance |
Detalus Advisors LLC
![]() Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Finance |
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