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Josh Smith

Lead Portfolio Manager at Capital Wealth Planning

  • LinkedIn

Josh brings 18 years of portfolio management, trading, and derivatives experience toCapital Wealth Planning, LLC. Josh joined CWP in 2011. He is the Lead PortfolioManager, who is responsi...

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CAPITAL WEALTH PLANNING

CAPITAL WEALTH PLANNING

  • description Description
    Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, ...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Capital Wealth Planning Org Chart and Mapping

Employees

Jj Avila

Operations Support Specialist

Jodi Phillips

Assistant Vice President

Kesia Sondrini

Managing Director/ SVP- Advisor Relationship Managment

Ryland Mathews

Trading Systems Analyst

Josh Smith

Lead Portfolio Manager

Kevin Simpson

Founder / Chief Investment Officer

Ryan Carney

Director of Operations & Compliance

Frequently Asked Questions Regarding Josh Smith

Answer: Josh Smith works for Capital Wealth Planning as Lead Portfolio Manager

Answer: Josh Smith’s role in Capital Wealth Planning is Lead Portfolio Manager

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Answer: Josh Smith works in the industry of: Investment Management

Answer: Josh Smith is the current Lead Portfolio Manager at Capital Wealth Planning.... Read More

Answer: Josh Smith works Capital Wealth Planning located at 1016 Collier CTR Way Ste 200, Naples, Florida, 34109, United States

Answer: Capital Wealth Planning's Lead Portfolio Manager is Josh Smith

Answer: Josh Smith contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@capitalwealthplanning.com

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