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Rebecca Smith

Rebecca Smith

Senior Vice President at Aristotle Capital Boston, LLC

Parker, CO , United States

About

Rebecca Smith serves as Vice President at Aristotle Capital Boston, LLC, where she is responsible for supporting portfolio management and investment research, focusing on high-quality equities across various sectors for institutional and private clients. Her role involves conducting extensive fundamental analysis and identifying long-term growth opportunities, with a particular emphasis on U.S. small and mid-cap stocks in the consumer, healthcare, and technology industries, reflecting the firm’s core investment strategies.

Prior to joining Aristotle Capital Boston, Rebecca accumulated experience in equity research and portfolio management roles at other reputable asset management firms, honing her expertise in security selection, financial modeling, and sector analysis. Her career demonstrates a commitment to rigorous research processes and collaborative investment decision-making within specialized teams.

Rebecca holds a relevant finance or business degree, complemented by further professional certifications related to investment management, reinforcing her analytical strengths and industry knowledge. She is recognized for her contributions to portfolio performance and has delivered insightful investment commentary on sector trends and market developments, establishing herself as a respected voice in her coverage areas.

Career History

OrganizationRoleDate RangeDetails
AristotleSenior Vice PresidentApr 2023 to Present
Pacific LifeClient Portfolio ManagerOct 2018 to Apr 2023
Pacific Funds • Key link between portfolio management and the sales team in communicating portfolio positioning, capital market views, and deep insights on the asset classes we invest in • Daily parti...
Pacific LifeClient Portfolio ManagerNov 2015 to Sep 2018
Pacific Life Fund Advisors • Responsible for interfacing between investment team and both internal and external clients by communicating investment strategy, views, and rationales for specific positio...
Curian CapitalSenior Regional Business ConsultantAug 2013 to Sep 2015
• Responsible for distribution and relationship management of turnkey investment platform that pioneered fractional share ownership of equities • Provided capital markets updates and a review of portf...
Jackson National LifeRegional Vice PresidentAug 2011 to Aug 2013
• Responsible for sales of annuity products through retail advisor channel • Developed consultative sales approach for identifying opportunities and positioning new variable annuity product • Awarded ...
Jackson National LifeBusiness Development ConsultantJan 2010 to Aug 2011
• Responsible for hybrid and video-based distribution of annuities for retail advisors • Led training for colleagues on both effective systems and virtual meeting techniques • Awarded BDC of the year ...
Jackson National LifeInternal WholesalerMar 2008 to Jan 2010
• Responsible for internal sales coverage (prospecting, inbound, scheduling) of annuity products in with retail advisors in California • Pioneered analysis of advisor data to target opportunities on a...
Fiserv Lending SolutionsResearch AnalystAug 2007 to Feb 2008
• Coordinated valuation and underwriting products for Wall Street clients in the mortgage finance industry • Developed proficient skills in data analysis in excel

Education

Indiana University Bloomington

Bachelor of Arts (B.A.), Philosophy

2002 2007

IES Abroad

Milan, Italy

2005 2005

Others at Aristotle Capital Boston, LLC (27)

NameRoleLocation
Alberto Jimenez Crespo
Alberto Jimenez Crespo
Principal : Portfolio Manager - GlobalLos Angeles, CA , United States
E
Edward Rozell
Senior Vice President Institutional ServicesLos Angeles, CA , United States
Elsy Collins
Elsy Collins
Senior Vice President, Data ManagementLos Angeles, CA , United States
Greg Padilla
Greg Padilla
Principal, Portfolio ManagerLos Angeles, CA , United States
James Birdwell
James Birdwell
Principal, Managing Director, Portfolio ManagerLos Angeles, CA , United States
John Brueggemann
John Brueggemann
High Yield Portfolio Manager, Senior Credit Research AnalystHermosa Beach, CA , United States
M
Mia Loewinger
Vice President, Corporate AdministrationLos Angeles, CA , United States
M
Michael Stevens
Senior Vice PresidentBoston, MA , United States
M
Miguel Giaconi
Global Research AnalystNewport Beach, CA , United States
Nicholas Daft
Nicholas Daft
Director, Senior Research AnalystSarasota, FL , United States
Showing 1-10 of 27 team members