Michael D. Smith
Senior Wealth Manager
Michael Smith is a Senior Wealth Manager at MONTAG, where he works with individuals, families, and select organizations to build investment portfolios aligned with their goals, circumstances, and tolerance for risk. He takes a personalized approach to portfolio management and collaborates closely with clients and their other advisors, including attorneys and accountants, when appropriate.
With nearly two decades of experience in portfolio management, fundamental equity research, asset allocation, and investment manager due diligence, Michael's investment philosophy is grounded in understanding the businesses and investments he evaluates while recognizing that markets evolve and there is more than one path to successful investing. He believes in staying flexible, balancing multiple sources of return, and building portfolios that can adapt as market conditions and client needs change.
Before joining MONTAG, Michael held investment management and wealth advisory roles with independent and national firms. He was a partner and director of research at an independent investment advisory firm, where he helped build the firm's investment platform, managed portfolios, and advised high-net-worth and institutional clients. The firm was later acquired by a large national insurance brokerage firm, where Michael continued as a portfolio manager.
Michael and his wife, Sara, have two young children. Outside of work, he is passionate about music and plays mandolin and guitar. Before beginning his investment career, Michael worked as a professional musician and toured nationally with Grammy-winning country act Sugarland.
Education
- M.S., Finance, Georgia State University
- B.B.A., Finance, Georgia State University – Cum Laude