JOSHUA SMITH
2274
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EDUCATION

University of Kentucky (M.S. Finance)
2024
Eastern Kentucky University (B.S. Statistics)
2022

JOSHUA SMITH

Contact Info

Investment Management Associate

(859) 523-2604

Core Philosophy

I believe clear communication is the key to strong client relationships. I prioritize working as a team to promote transparency and create an ideal environment for reaching each client’s goals. I strive to represent clients any way I can to personalize their financial situation to meet their goals through each step of their lives

Primary Responsibilities:

  • Service accounts in a multi-purpose approach across portfolio management, financial planning, and trust administration.
  • Facilitate the correspondence, follow up, and documentation of regulatory letters, investment policy statements, and financial plan information collection.
  • Execute investment strategies within established investment policy guidelines.

 

FOR CONTACT INFORMATION