Reid Smith

Reid V. Smith, CFA is Senior Vice President and Portfolio Manager at David Wendell Associates, Inc. in Portsmouth, NH, where he is responsible for security analysis and portfolio management for individuals, businesses, banking institutions, charitable organizations, and high net worth clients. His focus includes custom portfolio strategies tailored to client objectives, with hands-on expertise across equities, fixed income, and defined contribution retirement plan services.

With more than 25 years of investment industry experience, Reid previously served as Vice President and Portfolio Manager at R.M. Davis, Inc. and earlier held roles at TD Bank and Scudder, Stevens & Clark, where he managed institutional retirement plans. He has developed extensive expertise in asset allocation, sector analysis, and risk management while providing strategic financial advice across diverse client segments.

Reid earned a Bachelor of Arts from Middlebury College and is a Chartered Financial Analyst (CFA), a member of the CFA Society Maine, and serves on the Board of Directors and finance committee at the Seacoast Science Center in Rye, NH. His career reflects a commitment to tailored portfolio solutions and advancing responsible investment practices in the New England region.