David Smith, CFA

David B. Smith, CFA
Executive Vice President, Managing Director, & Chief Investment Officer
Services Offered: Financial Planning, Portfolio Management, Financial Consulting, Chief Investment Officer, Retirement Plan Servicing

Location: 2036 Washington Street, Hanover, MA 02339
Phone: 781.982.6778
Email: David
Connect on: LinkedIn

David is the Managing Director and Chief Investment Officer at Rockland Trust and is responsible for the oversight and direction of the Investment Management Group. In this capacity, Mr. Smith is involved in performing research and setting investment policy, as well as managing client portfolios.

David has worked in the investment management field since 1990. Prior to joining Rockland Trust, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation where he was the lead portfolio manager for the MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. His experience also includes State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group, and managing director of real estate securities at the Tuckerman Group, a real estate subsidiary of SSgA.

David serves on the Advisory Board for the Finance Programs at the Sawyer School of Management at Suffolk University, the South Shore Chamber Investment Committee, and the Finance Committee of the Diocese of Fall River. David is a member of the Board of Directors of the Cape and Islands United Way and serves on the Board of Advisors for Cardinal Cushing Centers. He also volunteers for the Finance Committee at Nativity Preparatory School of Boston. He resides in Falmouth with his family.