Michael Joseph Smith
Chief Investment Officer at SMC Fixed Income Management LLC
Profile
Mr. Michael J.
Smith is a CIO & Senior Portfolio Manager at SMC Fixed Income Management LLC.
He directs SMC FIM’s Separately Managed Account Program.
He has over 20 years of experience in the municipal fixed income market, and has been involved in all facets of the separately managed account business including portfolio management, client servicing, accounting, performance reporting and trading.
He has over 17 years of experience trading all sectors of municipal securities in all 50 states.
He is a member of the New York Society of Security Analysts.
Mr. Smith joined SMC FIM from U.S.
Trust Company as Vice President on the municipal trading desk, where he was instrumental in the conversion of their electronic order entry and trading platform system for private banking clients.
Prior to joining U.S.
Trust Company, he was employed by Merrill Lynch Investment Managers as an Assistant Vice President, and bond trader for separately managed accounts.
Mr. Smith received a B.S.
in Accounting from Temple University.
Michael Joseph Smith active positions
| Companies | Position | Start |
|---|---|---|
SMC Fixed Income Management LLC
 SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Chief Investment Officer | - |
Former positions of Michael Joseph Smith
| Companies | Position | End |
|---|---|---|
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Trading-Fixed Income | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Training of Michael Joseph Smith
| Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
SMC Fixed Income Management LLC
SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Merrill Lynch Investment Managers LP
Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Finance |
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