Mr. Smith contributes to the OCIO services team, working with clients to develop a strategic asset allocation and fully implement the investment policy. He monitors portfolio risks, and helps to drive firm views on tactical allocation tilts, educating clients on current market opportunities and how best they should be represented in their portfolios, given enterprise objectives.
He started his career with Verus in 2015 as a performance analyst. Previously, he worked for The Vanguard Group as a client support specialist.
Mr. Smith graduated summa cum laude from Washington State University with a bachelor of arts (BA) degree in finance. He also is a CFA charter holder (Chartered Financial Analyst).