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Joe Smith
Deputy Chief Investment Officer at CLS Investments


Joe Smith, CFA specializes in ETF due diligence, quantitative research, risk management, portfolio construction, and asset allocation. Prior to joining CLS, Mr. Smith worked at Russell Investments, Russell ETFs, and Charles Schwab Investment Management. Mr. Smith received his Bachelor of Science in Economics from the University of Washington, and an MBA degree from the Tepper School of Business at Carnegie Mellon. Mr. Smith holds the Chartered Financial Analyst (CFA) designation, and memberships with the CFA Society of San Francisco, CFA Society of Pittsburgh, and CFA Society of New York. He also serves on CLS’s Investment Committee.

Agenda Sessions

  • Putting Theory Into Practice: Talking to Your Clients About Factors


Speakers at this event