David Smith, CFA

David Smith, CFA
Managing Director, Chief Investment Officer 
Services Offered: Financial Planning, Portfolio Management, Financial Consulting, Chief Investment Officer, Retirement Plan Servicing

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

David Smith is Managing Director and Chief Investment Officer and has been with Rockland Trust since 2003. David oversees and manages the Investment Management Group. In this capacity, he is involved in performing research and setting investment policy, as well as managing client portfolios.

David has worked in the financial services industry since 1990. Prior to joining Rockland Trust, David was a founding partner, Senior Vice President and Senior Portfolio Manager at Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation. He also held positions at State Street Global Advisors (SSgA) and the Tuckerman Group, a real estate subsidiary of SSgA. David holds a BA in Economics from the University of Massachusetts/Amherst and a MS in Finance from the Sawyer School of Management at Suffolk University. He is a Chartered Financial Analyst (CFA), and a member of the CFA Institute and the Boston Security Analysts Society.

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 Archdiocese of Fall River. He also volunteers for the Finance Committee at Nativity Preparatory School of Boston. He resides in Falmouth with his family.