About
Nadi Tadros is an Equity Portfolio Manager and Equity Analyst at Smith Salley Wealth Management, based in Greensboro, North Carolina. With over 20 years of industry experience, he specializes in managing equity portfolios, leveraging his analytical skills to identify investment opportunities and oversee client assets within the firm’s team-oriented approach. At Smith Salley, he is responsible for investment research, security selection, and portfolio construction for equity strategies, primarily focusing on U.S. and global equity markets.
Previously, Tadros held key roles at CBC Pension Fund, serving as Portfolio Manager and Associate Portfolio Manager, Global Equities, where he managed institutional pension assets and developed expertise in international equity markets. His extensive background in large-scale portfolio management adds depth to his understanding of global equity sectors and investment strategies.
Tadros holds an MBA in Finance from the Ivey Business School at Western University and a Bachelor’s degree in Business Administration from The American University in Cairo. He is also a CFA charterholder, underlining his commitment to professional excellence and ethical standards in investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Smith Salley Wealth Management | Portfolio Manager, Equity Analyst | Jan 2021 to Present | — |
| CBC Pension Fund | Portfolio Manager, Global Equities | Jan 2014 to Jan 2020 | • Manage a Global Equity portfolio (US and International). • Apply a fundamentally-driven bottom-up investment approach, focusing on high quality growth companies with low volatility, across sectors. ... |
| CBC Pension Fund | Associate Portfolio Manager, Global Equities | Jan 2011 to Dec 2013 | • Actively manage both strategic top-down portfolio direction, and fundamental bottom-up equity research and stock selection. • Responsibilities include sector, country & currency allocations (in addi... |
| CBC Pension Fund | Senior Investment Analyst, Global Equities | Nov 2009 to Dec 2010 | • Fundamental research and valuation of International equities • Responsible for identifying, analyzing and recommending stock-specific opportunities across the US, Europe and Asian regions. • Perform... |
| AIC Investments | Senior Investment Analyst, US Equities | Sep 2007 to Oct 2008 | • Researched US stocks, generated Buy & Sell investment ideas, and wrote industry and company notes and recommendations • Constructed and maintained comprehensive financial and valuation models for po... |
| Desjardins Securities | Analyst, Equity Research, Industrials and Special Situations | Oct 2002 to Aug 2007 | • Fundamental research of publicly traded companies in the Industrials, Transportation, and Special Situations sectors • Published detailed research reports, investment recommendations and financial v... |
| RBC Capital Markets | Associate Analyst, Equity Research | Oct 2000 to Oct 2002 | • Supported the Senior Analyst in all aspects of sector and industry research coverage • Initiated coverage of 3 new industries (autos, aerospace, construction & engineering) and 6 companies. • Resear... |
Education
Ivey Business School at Western University
MBA, Finance
The American University in Cairo
Bachelors, Business Administration
Skills & Expertise
Others at Smith, Salley & Associates (3)
| Name | Role | Location |
|---|---|---|
 | Head Equity Trader | United States |
 | Chief Investment Officer | Greensboro, NC , United States |
J J Blake Guyler | Senior Portfolio Manager | Greensboro, NC , United States |
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