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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Aristotle | Senior Vice President | Apr 2023 to Present | — | 
| Pacific Life | Client Portfolio Manager | Oct 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 Life | Client Portfolio Manager | Nov 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 Capital | Senior Regional Business Consultant | Aug 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 Life | Regional Vice President | Aug 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 Life | Business Development Consultant | Jan 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 Life | Internal Wholesaler | Mar 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 Solutions | Research Analyst | Aug 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)
| Name | Role | Location | 
|---|---|---|
| Principal : Portfolio Manager - Global | Los Angeles, CA , United States | |
| EEdward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States | 
| Senior Vice President, Data Management | Los Angeles, CA , United States | |
| Principal, Portfolio Manager | Los Angeles, CA , United States | |
| Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States | |
| High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States | |
| MMia Loewinger | Vice President, Corporate Administration | Los Angeles, CA , United States | 
| MMichael Stevens | Senior Vice President | Boston, MA , United States | 
| MMiguel Giaconi | Global Research Analyst | Newport Beach, CA , United States | 
| Director, Senior Research Analyst | Sarasota, FL , United States |