Winston Smith

Financial Analyst

“Our detail-oriented and intentional approach helps our clients achieve their financial goals.”

Professional Background

Winston joined the firm as a Financial Analyst in September 2024. He supports the investment management team in day-to-day operations as well as conducting research on client-driven topics.

Winston received his B.A. with honors in Economics from Sewanee – The University of the South in May 2023 while also obtaining minors in Business and History. Additionally, he received the Eugene Mark Kayden Prize for outstanding performance in Economics and graduated magna cum laude. He continued his education at Imperial College Business School in London, UK and completed his MSc in Economics and Strategy for Business in September 2024.