David B. Smith, Certified Financial Advisor, was elected the newest member of the Cape and Islands United Way Board of Directors at the organization’s January meeting.
Smith, a resident of Falmouth, is Managing Director and Chief Investment Officer at Rockland Trust and replaces longtime board member Brian Griffin, also with Rockland Trust.
At Rockland, Smith 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.
Prior to joining Rockland Trust, Smith 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. He 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.
