John Smith
Lead Portfolio Manager
John is dedicated to enhancing the financial well-being of our clients by leveraging research and advanced analytics. He creates customized investment strategies that contribute to achieving their goals and dreams.
Building Lasting Legacies From The Ground Up
With more than 25 years of investment management and financial planning experience, John is the lead portfolio manager for Legacy’s Protected Outcome Portfolios (POPs). John began his career as a financial advisor in 1998, holding positions at American Express Financial Advisors, The Vanguard Group, Fidelity Investments, and Edge Financial Advisors. Prior to joining Legacy, John was a partner and Chief Investment Officer at Edge Financial Advisors.
At Legacy, John is responsible for market analysis, data analysis and security testing, security creation, portfolio construction, and trading. He earned the Chartered Alternative Investment Analyst (CAIA) designation in 2006.
John received his undergraduate degree from Grove City College. He lives in Glenview, IL with his wife Cynthia and their children, Bennett and Julia.
Start Your Journey
Ready to Align Your Treasure with Your Heart?
Schedule a conversation with John Smith or a member of our wealth advisory team today.