Chris Smith
Avellemy Private Wealth Investment Manager
Chris has over 15 years of experience in Financial Services. Chris Joined Avellemy Private Wealth in 2020 and is a member of the Avellemy Investment Committee, Tactical Asset Allocation Committee and more.
Prior to joining Avellemy Private Wealth, Chris started his career at a well-known retail investment platform. After 7 years he then went on to manage the Model Portfolio Service for a prominent Financial Advice business in Bath.
Chris graduated with a Ba (Hons) Accounting & Finance Degree from the University of the West of England and holds the CISI Level 7 Chartered Wealth Manager qualification in junction with the CII Diploma in Financial Planning & the CII Certificate in Discretionary Management.
Experienced,
Dedicated,
Passionate
with a wealth of expertise and
understanding