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Patrick Smith

Research Analyst at CV Advisors LLC

Brooklyn, NY , United States

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

OrganizationRoleDate RangeDetails
CV AdvisorsResearch AnalystJul 2020 to Present
Fidelity InvestmentsFixed Income Research AssociateJun 2016 to Jun 2020
AXA FinancialSummer InternMay 2015 to Jul 2015
Intuition Publishing Ltd.Summer InternJun 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)

NameRoleLocation
Ricardo Saias
Ricardo Saias
PartnerNorth Miami Beach, FL , United States
Alan Brief
Alan Brief
PartnerMiami, FL , United States
Alan Zafrany
Alan Zafrany
Portfolio ManagerMiami, FL , United States
Ana Garcia
Ana Garcia
Associate Portfolio ManagerFL , United States
Ari Hadida
Ari Hadida
Portfolio ManagerMiami, FL , United States
Dana Bensadon
Dana Bensadon
Associate Portfolio ManagerNorth Miami Beach, FL , United States
Javier Andreu
Javier Andreu
Senior Research AnalystUnited States
Jose Luis Luque
Jose Luis Luque
Associate Portfolio ManagerMiami, FL , United States
Narcisa Benhamou
Narcisa Benhamou
Associate Portfolio ManagerMiami, FL , United States
Nolan Bieck
Nolan Bieck
AnalystMiami, FL , United States

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