Josh Smith

Josh Smith, CFA, is the Chief Investment Officer at Capital Wealth Planning, LLC, based in Naples, Florida. In this leadership role, he oversees and manages the firm’s investment strategies, focusing particularly on the development and execution of covered call portfolios and other equity-income strategies for both institutional and individual clients. His core responsibilities include supervisory authority over portfolio management, trading, and derivative execution.

Josh’s specific area of expertise centers on U.S. large-cap equities, dividend-paying stocks, and options strategies, especially covered calls and cash-secured puts, reflecting Capital Wealth Planning’s emphasis on income-generating investment solutions. He is directly responsible for strategy design, risk management, and portfolio implementation across these asset classes.

Prior to joining Capital Wealth Planning in 2011, Josh served as Lead Portfolio Manager at First Financial Capital Advisors, where he managed international and domestic equity portfolios, including covered call programs and a Large Cap Core Mutual Fund. He holds a B.S. in Finance from Miami University of Ohio, is a CFA charterholder, and is a member of the CFA Institute and CFA Society of Cincinnati. He also brings the discipline and perspective gained from eight years of service in the U.S. Army National Guard, including deployment to the Middle East.