Wealth Advisor
Randall Smith

About this Advisor

Randall holds an MBA in Finance from the Wharton School at the University of Pennsylvania. He spent several years in investment banking, working at Goldman Sachs and Sumitomo, where he advised Fortune 500 companies on managing interest rate and foreign exchange risk. Prior to Wall Street, he lived in Almaty, Kazakhstan, where he opened the first leasing company in Central Asia. He lives in Greenwich, CT, with his wife and two children. Randall focuses on planning as the backbone of his approach. He believes that an ongoing planning process is the key to helping clients think through investment management and portfolio construction.