Joseph Smith, CFA*
Senior Market Strategist
In 2015, Joe Smith, CFA, joined CLS in the role of Senior Market Strategist. Prior to joining CLS, Mr. Smith worked at Russell Investments, where he served as an Analyst responsible for asset allocation research, portfolio construction, optimization design, and risk management research. He later joined Russell ETFs as Manager of ETF Product Development and Research, a role in which he developed quantitative indexing strategies implemented as ETFs. Mr. Smith also worked for Charles Schwab Investment Management as Senior Product Specialist supporting product management activities for the Schwab ETFs fund family. In addition, he worked for CLS during the summer of 2014 as an Investment Analyst.
Mr. Smith received his Bachelor of Science in Economics from the University of Washington. He later received his Master of Business Administration (MBA) degree from the Tepper School of Business at Carnegie Mellon University.
Mr. Smith holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco, Pittsburgh, and Nebraska. He also is a member of the Society of Quantitative Analysts.
Learn more about Joe on our blog.