Brian Koontz

Brian Koontz is a Portfolio Trader at Smith Group Asset Management in Dallas, TX, where he is responsible for executing trades and supporting portfolio management activities within the firm's equity investment strategies. Smith Group Asset Management specializes in managing assets with a primary focus on equities, using a combination of quantitative and fundamental analysis to identify companies capable of delivering superior earnings growth. In this capacity, Brian implements trades and risk controls, working alongside portfolio managers to align client portfolios with the firm's systematic, model-driven investment process.

Prior to his current role, Brian acquired experience at other prominent financial institutions, although detailed records of his previous positions—such as at Goldman Sachs—are not clearly verifiable from publicly available sources and require further confirmation. His expertise spans portfolio trading, trade execution, and supporting institutional asset management operations specific to equity securities and related investment instruments.

Brian Koontz holds a degree from Texas Tech University, providing a solid educational foundation in finance and investment management. He is well-regarded for his quantitative skills and attention to trade execution details, contributing to Smith Group Asset Management’s goal of delivering high-quality investment management services to institutional and high-net-worth clients, primarily within the U.S. and global equity markets.