Scott Smith, CFA
Senior Portfolio Manager
Scott Smith joined Gould Asset Management in 2004 and is a partner at the firm.
In his role as a senior portfolio manager, he provides ongoing expert management of client investment portfolios, with an emphasis on Gould’s asset allocation and covered-call writing strategies. Among his investment interests, Scott has developed expertise in helping clients implement their “responsible investing” goals which can include environmental, social and corporate governance aims. He also oversees the firm’s investment technology initiatives.
Prior to 2004, Scott worked as a business and litigation consultant for Tucker Alan Inc (now Navigant Consulting) where he performed financial and economic analyses, developed financial models, and conducted market and company-specific research.
Scott received a BA in Economics, with honors, from Claremont McKenna College and an MBA from the Peter F. Drucker and Masatoshi Ito Graduate School of Management at the Claremont Graduate University (CGU). It was at CGU that Scott met Don Gould who was teaching an investment management practicum course as an adjunct faculty member. Upon completion of the course (and Scott’s MBA), Don offered Scott a position at Gould and the rest, as they say, is history.
Scott holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Los Angeles. Scott resides in Claremont, California with his wife, Claire, and their two children, Addie and Asher. He enjoys traveling, skiing and golfing in his free time and is actively involved in his local church.
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