Fitz Smoak

Fitz Smoak, CFA, CAIA, is a Senior Investment Research Analyst at HB Wealth in Atlanta, GA, where he is responsible for underwriting and monitoring the firm's investment portfolios, with a focus on both public and private markets. His role involves detailed analysis and due diligence across a spectrum of asset classes, supporting the firm's research-driven investment process and portfolio construction strategies.

Smoak's expertise spans private equity, real estate, and alternative investments, as well as traditional equities and fixed income vehicles, aligning with HB Wealth's specialization in these sectors. He leverages a strong quantitative background to evaluate fund managers and track performance, with particular attention to alternative investment allocations and risk management.

Before joining HB Wealth in 2022, Smoak held roles as Investment Analyst at HB Wealth and previously served as Investment Data Analyst II at Nasdaq eVestment, where he focused on investment analytics and reporting. He earned his Bachelor of Business Administration in Finance from Georgia Southern University's Parker College of Business and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, reflecting his deep knowledge and commitment to professional excellence in asset management and investment research.