Jeffrey Smith (CFA®, CFP®, MBA)

Jeffrey Smith focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Jeffrey R. Smith is a seasoned investment professional with over 25 years of portfolio management experience. Mr. Smith has worked extensively with individuals, families,  professionals and retirees over the years.  He highly values each and every relationship and spends a great deal of time getting to know clients and maintaining close relationships on an on-going basis.  In addition to working with private clients, Mr. Smith has managed institutional assets totaling in excess of $1.0 billion, with experience developing investment strategies outside the U.S. in countries including Britain, The Netherlands, Hong Kong and Canada.  Mr. Smith has accumulated a working-knowledge of all global investment asset classes, human psychology as it relates to the investment decion-making process and has the technical skills required to structure and monitor portfolios that best suit client objectives and needs.
 
Mr. Smith is an avid jogger (many half and full marathons) and enjoys competitive sports, opera, foreign languages, travel and the on-going analysis of geo/political events and their impact on global markets.

Additional Information

Academic & Credentials
 
Mr. Smith has an undergraduate degree in economics (NIU), an MBA in Finance (DePaul) and has conducted advanced studies in financial planning, portfolio management and statistics at the University of Chicago and Northwestern.  He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and is a member of The Investment Analysts Society of Chicago.  North Shore Investment Consulting, LLC is a trademarked organization and member of the Kenilworth and Wilmette Chamber of Commerce. 

NAPFA Start Date

July 20, 2004

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This Office

1150 Wilmette Ave Ste E Wilmette, IL 60091-2642 Phone: (847) 445-4100 Fax: (847) 231-4495