About
Hadley Smith is an Associate focused on Portfolio Management at Circle Wealth Management, LLC in New York, NY. In this role, she supports the investment management team with ongoing portfolio oversight, asset allocation analysis, and client reporting, contributing to delivering customized wealth management solutions.
Prior to joining Circle Wealth Management in July 2024, Hadley gained experience as an OCIO Investment Portfolio Analyst at Commonfund, where she was involved in manager research, portfolio construction, and strategic asset allocation for institutional investors. Her background emphasizes multi-asset class investing, including equities, fixed income, and alternative investments, working with both private and nonprofit sector clients.
Hadley holds a Bachelor of Arts in Economics from Trinity College-Hartford and has also studied International Economics at ESCI-UPF. Her expertise spans global macroeconomic trends, risk management, and portfolio strategy, reflecting a commitment to applying economic insight to sophisticated investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Circle Wealth Management, LLC | Associate | Jul 2024 to Present | Portfolio Management & Analytics |
| Commonfund | OCIO Investment Portfolio Analyst | Jul 2021 to Jun 2024 | Assisted with client portfolio management in areas such as asset allocation modeling, portfolio construction, portfolio rebalancing, reporting, and risk management. |
| Commonfund | OCIO Investment Portfolio Analyst | Dec 2020 to Feb 2021 | — |
| Commonfund | OCIO Investment Portfolio Intern | Jun 2020 to Aug 2020 | — |
| Trinity College-Hartford | Student Worker- College Events Office | Nov 2017 to Mar 2020 | — |
Education
Trinity College-Hartford
Bachelor of Arts, Economics
2017 — 2021
ESCI-UPF
International Economics
2019 — 2019
St. George's School
High School Diploma
2013 — 2017
Others at Circle Wealth Management, LLC (4)
| Name | Role | Location |
|---|---|---|
| Partner | NJ , United States | |
| Managing Partner | New York, NY , United States | |
| Partner | New York, NY , United States | |
| Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Investment Research and Planning Analyst | Bleakley Financial Group, LLC | Chatham, NJ , United States | |
| Partner | Bleakley Financial Group, LLC | Fairfield, NJ , United States |