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About
Bridgett Wade is an Investment Associate at Smith Group Asset Management, LLC in Dallas, Texas. In her current role, she is responsible for supporting portfolio management, conducting equity research, and contributing to the implementation of investment strategies for institutional and high-net-worth clients.
She has nearly two decades of experience in the investment industry, previously serving as a Registered Associate at Morgan Stanley Wealth Management and as a Client Service Associate at Brennan Financial Services. Her expertise primarily centers on U.S. equities, with a focus on large-cap and mid-cap growth sectors, aligning with the equity-oriented investment strategies of Smith Group Asset Management.
Bridgett holds an Associate of Arts and Sciences degree in Legal Assistant/Paralegal from Central Texas College. Her strong background in client service and operational support complements her analytical skills, making her a valued member of the investment team at Smith Group.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Smith Group Asset Management | Investment Associate | Aug 2016 to Present | — |
| Morgan Stanley Wealth Management | Registered Associate | Jul 2007 to Jul 2016 | — |
| Brennan Financial Services | Client Service Associate | Jul 2006 to Jul 2007 | — |
Education
Central Texas College
Associate of Arts and Sciences (AAS), Legal Assistant/Paralegal
Others at Smith Group Asset Management, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Dallas, TX , United States |
 | Investment Associate | Dallas, TX , United States |
 | Senior Research Associate | TX , United States |
 | Portfolio Trader | TX , United States |
B Brian Koontz | Portfolio Trader | Dallas, TX , United States |
O Owen Burns | Portfolio Trader | Birmingham, AL , United States |
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