About
Jacob Collinsworth, CFP®, serves as Head Equity Trader at Smith Salley & Associates, LLC in Greensboro, North Carolina. In this role, he oversees equity trading operations, leveraging deep expertise in active portfolio management and trading strategy to support client objectives and the firm's investment process. His responsibilities predominantly focus on U.S. equities, with specialization in order execution and market operations spanning multiple sectors.
Prior to joining Smith Salley in 2023, Jacob managed the trading department at Personal Capital, where he held progressive leadership positions including Portfolio Management Group Manager and Team Leader over nearly nine years. He also brings hands-on experience from various trading roles with Fidelity Investments, enhancing his skill set in equities trading and operational risk management.
Jacob earned both a Bachelor of Business Administration and a Master of Business Administration from the University of North Florida, and obtained his CFP® designation in 2017. He is recognized for optimizing trade execution and developing scalable processes for investment operations, serving clients and firm stakeholders across diverse equity asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Smith Salley & Associates, LLC | Head Equity Trader | Jan 2023 to Present | — |
| Personal Capital | Portfolio Management Group Mngr | May 2021 to Nov 2022 | -Oversee a hard working team of 10 Research Associates and 6 Portfolio Optimization Associates -Our team is responsible for the implementation and ongoing rebalancing of $20B+ in AUM -This involves in... |
| Personal Capital | Portfolio Management Team Leader | Jul 2019 to May 2021 | - Oversaw day-to-day for trading team - Collaborated on various interdepartmental process improvement projects - Handled all error corrections for the firm - Covered custom portfolio builds |
| Personal Capital | Research Analyst | Jul 2018 to Jul 2019 | - Implemented new client accounts into stock/ ETF strategies - Maintained existing accounts/ drift rebalancing - Handle block trades/ allocation issues - Work on various projects to improve/ refine in... |
| Personal Capital | Research Associate | Oct 2015 to Jul 2018 | - Implemented new client accounts into stock/ ETF strategies - Maintained existing accounts/ drift rebalancing - Handle block trades/ allocation issues - Work on various projects to improve/ refine in... |
| Personal Capital | Operations Associate | Feb 2014 to Oct 2015 | - Created the Operations intranet site - Spearheaded the creation, testing and training of the “Enrollment Operations” role - Helped create and improve our current Operations Associate training progra... |
| Kingfish Grille | Cook | Jun 2012 to Aug 2013 | Food Preparation Supervisor and Line Cook • Assisted with back-of-house food preparation and presentation • Coordinated work flow between front and back house operations to ensure knowledge of daily s... |
| Fidelity Investments | Private Client Group Relationship Manager | Feb 2010 to Apr 2012 | High net worth service and trading specialist at in-bound phone site • Traded securities for self directed high net worth clients and advisors including stocks, ETFs, options contracts, precious meta... |
| Fidelity Investments | Financial Representative | Feb 2008 to Feb 2010 | Service and trading representative at in-bound phone site • Traded mutual funds, stocks, and options contracts for self directed clients • Provided service and maintenance on brokerage and mutual fund... |
| Honours Golf of World Golf VIllage | Cook and Assistant Banquet Coordinator | Jul 2000 to Dec 2007 | • Cooked on all stations, familiar with baking, braising, steaming, broiling, frying and poaching. • Created daily specials and daily soups, significant breakfast and lunch experience • Assisted with ... |
Education
University of North Florida
Master of Business Administration (MBA), Business Administration, Management and Operations
2009 — 2012
University of North Florida
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
2003 — 2007
Others at Smith, Salley & Associates (3)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager, Equity Analyst | United States |
 | Chief Investment Officer | Greensboro, NC , United States |
J J Blake Guyler | Senior Portfolio Manager | Greensboro, NC , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
K Kenneth Peters | Portfolio Manager | Blueprint Investment Partners LLC | Greensboro, NC , United States |
 | Chief Investment Officer | Salem Investment Counselors Inc. | Chapel Hill, NC , United States |
 | Portfolio Analyst | Salem Investment Counselors Inc. | Raleigh, NC , United States |
