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ZS

Zachary Smith

Portfolio Manager - Unconstrained Fixed Income at Altrius Capital Management Inc.

New York, NY , United States

About

Zachary Q. Smith, CFA, is a Portfolio Manager at Altrius Capital Management, based in New York, NY. He leads the firm's Unconstrained Fixed Income strategy and serves as a member of the Investment Committee, where he oversees fundamental research, security analysis, and portfolio monitoring across client mandates.

In his role, Mr. Smith specializes in managing U.S. dollar-denominated investment grade and high yield corporate bonds, employing both top-down and bottom-up processes to optimize yield curve positioning, sector rotation, duration management, and credit risk within fixed income portfolios. He focuses on maximizing income potential and yield spread relative to government benchmarks, while maintaining rigorous risk controls.

Mr. Smith joined Altrius in 2011. He holds a Master of Science from the London School of Economics and a Bachelor of Science in Business Administration with a concentration in finance from American University. As a CFA charterholder, his expertise in fixed income strategy has contributed significantly to Altrius’s research-driven approach and to the firm's reputation for prudent, income-oriented portfolio management.

Career History

OrganizationRoleDate RangeDetails
Altrius Capital Management, Inc.Portfolio Manager - Unconstrained Fixed IncomeNov 2016 to Present

Education

London School of Economics

Master Of Science

2008 2009

American University

Bachelor Of Science In Business Administration, Economics, Finance

2004 2008

Skills & Expertise

Portfolio Management
Financial Modeling
Data Analysis
Thompson One
Morningstar Direct
Asset Management
Microsoft Excel
Fundamental Analysis
High Yield
Moxy
Excel models
Relative Value Trading
Fixed Income
Asset Allocation
Financial Analysis
Fixed Income Portfolio Management
High Yield Bonds
Advent
Valuation
Fixed Income Analysis

Others at Altrius Capital Management Inc. (6)

NameRoleLocation
C
Christopher Rolf
Executive Vice PresidentRaleigh, NC , United States
G
Gregory Kammerer
Executive Vice PresidentNew York, NY , United States
Max Greenberg
Max Greenberg
Executive Vice PresidentSavannah, GA , United States
Tara Hughes
Tara Hughes
Executive Vice PresidentNew Bern, NC , United States
A
Anu Prabhu
Portfolio ManagerStamford, CT , United States
Zac Smith
Zac Smith
Portfolio ManagerAustin, TX , United States