Shafer Smith

Institutional Asset Management

Gaithersburg, Maryland, United States

@howell_smith

0 followers

About

Institutional investment professional with extensive experience in portfolio management, manager selection, and investment policy implementation across retirement and trust assets. Background spans equity, derivatives, reporting, and advisory work for large asset management organizations.

Experience

Portfolio Manager

Lockheed Martin Investment Management Company (LMIMCo)

Nov 2006 – Present
Senior Investment Advisor

National Railroad Retirement Investment Trust (NRRIT)

Nov 2004 – Nov 2006
International Equity Portfolio Manager

Barclays Global Investors

Feb 2000 – Sep 2004
Registered Investment Advisor Representative and Controller

Western International Securities

Jun 1998 – Feb 2000
Research Analyst

Southeast Asset Advisors (SEA)

Oct 1997 – May 1998
Accountant

Florida State Board of Administration (FSBA), Chief Financial Office

Sep 1993 – Sep 1997

Education

B.S. in Accounting and Finance

Florida State University

Accounting and Finance · Aug 1989 – Jul 1994

Skills

Courses & certifications

Chartered Financial Analyst · 1999
Series 65
Series 63
Series 7
Series 3

Explore the Broxer community

💬 Q&A Ask about roles, salaries and interviews — and help others. 👥 Groups Join discussions on skills, companies and industries. 📰 Feed Follow updates and insights from the community.