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About
Patrick Smith is a Research Analyst at CV Advisors, based in Brooklyn, NY. In his current role, he is a member of the Investment Committee, supporting the firm’s robust investment management platform with in-depth market and manager research. At CV Advisors, he contributes to the analysis of a wide range of asset classes, with particular emphasis on credit, fixed income, and alternative investments.
Prior to joining CV Advisors in 2020, Patrick developed his expertise in fixed income markets as a Research Associate at Fidelity Investments, where he focused on credit research and portfolio analytics. Earlier in his career, he gained experience as a summer intern at AXA Financial, providing analytical support on financial products.
Patrick holds a Bachelor of Arts in Economics from the University of Virginia and attended Stuyvesant High School. His professional focus encompasses credit research, manager due diligence, and alternative investments, reflecting his background in both institutional and multi-family office settings.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CV Advisors | Research Analyst | Jul 2020 to Present | — |
| Fidelity Investments | Fixed Income Research Associate | Jun 2016 to Jun 2020 | — |
| AXA Financial | Summer Intern | May 2015 to Jul 2015 | — |
| Intuition Publishing Ltd. | Summer Intern | Jun 2014 to Jul 2014 | — |
Education
University of Virginia
Bachelor Of Arts, Economics
2014 — 2016
New Paltz
Bachelor Of Arts, Economics
2012 — 2014
Stuyvesant High School
2007 — 2011
Others at CV Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
| Partner | North Miami Beach, FL , United States | |
| Partner | Miami, FL , United States | |
| Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | FL , United States | |
| Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | North Miami Beach, FL , United States | |
| Senior Research Analyst | United States | |
| Associate Portfolio Manager | Miami, FL , United States | |
| Associate Portfolio Manager | Miami, FL , United States | |
| Analyst | Miami, FL , United States |
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