Thomas J Smith CFA
Other Tel: 888.486.3939
Industry: Financial Services—Asset Management
About Thomas J Smith CFA
Mr. Smith graduated with a BS in Business Administration from San Diego State University. Mr. Smith's professional designations include FINRA Series 7. Mr. Smith joined PFS Group in 2010. He manages the Growth with Income investment objective, and oversees the activities of the Research & Trading Team. He co-authors In the Know—a weekly communication for Jim Puplava's clients only—with other members of the trading staff.
With nearly 20 years of experience in the investment management industry—including 10 years with Nicholas-Applegate Capital Management, as well as other asset management and administration experience at Wells Fargo Bank, Dean Witter Reynolds, and Dunham & Associates—Mr. Smith's expertise with comprehensive wealth management solutions is a significant asset to the firm's growing institutional and high net worth clientele.
Tom is a fitness enthusiast and coaches a number of youth sports.