Profil
Charles Adam Smith was the founder of Fort Pitt Capital Group, Inc. established in 1995, where he held the title of Principal & Chief Investment Officer from 2013 to 2015.
He was also the founder of Fort Pitt Capital Group LLC established in 2015, where he held the title of Founding Partner in 2021 and 2022.
Prior to his founding positions, he worked as a Portfolio Manager at Muhlenkamp & Co., Inc. from 1983 to 1991 and as a Chief Investment Officer at Bill Few Associates, Inc. from 1992 to 1994.
Mr. Smith received his undergraduate degree from The Pennsylvania State University in 1981.
Ehemalige bekannte Positionen von Charlie Smith
| Unternehmen | Position | Ende |
|---|---|---|
Fort Pitt Capital Group LLC
 Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Gründer | 01.07.2022 |
Fort Pitt Capital Group, Inc.
 Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Gründer | 01.10.2015 |
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Chief Investment Officer | 31.12.1994 |
Muhlenkamp & Co., Inc.
 Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Portfolio Manager-Aktien | 30.12.1991 |
Ausbildung von Charlie Smith
| The Pennsylvania State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Muhlenkamp & Co., Inc.
Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Finance |
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Fort Pitt Capital Group, Inc.
Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Finance |
Fort Pitt Capital Group LLC
Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Finance |