About
Lydia Smith is an Investment Associate at Aspen Grove Capital, LLC, based in Avon, Colorado, where she is responsible for supporting portfolio management and investment analysis across the firm's wealth management and private equity offerings. Her work centers on evaluating investment opportunities, conducting due diligence, and developing tailored strategies for high net worth individuals and institutional clients.
Smith specializes in alternative investments and private markets, and participates in portfolio construction with a focus on diversified assets including private equity, real estate, and venture capital, which align with Aspen Grove Capital’s core business areas. She collaborates on research and analysis for new capital deployments and provides ongoing support for existing portfolio companies.
Prior to her current role, Lydia advanced from Investment Analyst to Associate at Aspen Grove, demonstrating her strong analytical capabilities and deepening industry expertise. She holds a Bachelor’s degree in Economics from Middlebury College and is recognized for her contributions to investment diligence and client relationship management within the private wealth and family office sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aspen Grove Capital LLC | Investment Associate | Jan 2025 to Present | — |
| Aspen Grove Capital LLC | Investment Analyst | Sep 2022 to Dec 2024 | — |
| Sage Outdoor Adventures | Whitewater Raft and Snowmobile Guide | May 2018 to Jul 2021 | — |
Education
Middlebury College
Bachelor's degree, Economics
2017 — 2022
Northfield Mount Hermon
2014 — 2017
Others at Aspen Grove Capital, LLC (1)
| Name | Role | Location |
|---|---|---|
| Associate | Avon, CO , United States |