Michael Smithwick, MBA, CPA, CFA®

Michael Smithwick, MBA, CPA, CFA®

Portfolio Manager

Michael Smithwick is a Portfolio Manager, working with clients to create individual investment strategies based on financial objectives and risk tolerance. He manages all aspects of client portfolios and is responsible for the development and implementation of the firm’s sustainable investment strategy. As a member of Meyer Capital Group’s Investment Committee, Michael conducts investment manager research and due diligence and implements risk management and fiduciary best practices.

Michael has extensive industry experience through previous employment with Ashland, Inc., GlaxoSmithKline and PricewaterhouseCoopers. He is a CFA® charterholder and CPA and is a member of the CFA® Institute, the American Institute of Certified Public Accountants and the National Association of Personal Financial Advisors (NAPFA).  Michael has also earned a Master of Business Administration in Finance with a concentration in Investment Management from Drexel University and a Bachelor of Science in Accounting from Rutgers University.

Michael enjoys attending his children’s sporting events and volunteering at his church. He also enjoys, hiking, exercising and reading. Michael and his family work hard to care for the environment and support companies that do the same. He incorporates these principals into his professional life by educating people on and managing sustainable investment portfolios.