Brooks Smith
Addison, Texas,United States
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Brooks Smith is a Managing Director and Portfolio Manager/Analyst at Lazard Asset Management, specializing in global equity strategies. As a CFA charterholder, he brings extensive experience in fundamental analysis, portfolio construction, and investment management. He is a key member of teams managing global, international, and US equity portfolios, focusing on identifying high-quality companies with sustainable competitive advantages and attractive valuations. Brooks is known for his disciplined investment approach, in-depth company research, and a long-term perspective aimed at delivering consistent returns for clients. He frequently contributes to Lazard's market insights and investment outlooks.
Professional Summary
Brooks Smith's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Successfully earned the Chartered Financial Analyst (CFA) designation, a globally respected and recognized investment management credential that demonstrates a strong foundation in advanced investment analysis and real-world portfolio management skills.
Managing Director & Portfolio Manager/Analyst at Lazard Asset Management
Holds a significant leadership and decision-making role at a prestigious global asset management firm, responsible for co-managing substantial global equity portfolios and contributing to investment strategy.
Expertise in Global Equity Investing
Developed and demonstrated profound expertise in analyzing and investing in global equity markets, contributing to successful portfolio outcomes and thought leadership within the firm.
Long-Tenured Career in Asset Management
Has built a distinguished career spanning over two decades in the asset management industry, showcasing consistent dedication, skill development, and contribution to the field of investment.
Educational Background
Bachelor of Science (B.S.), Finance and International Economics
Oklahoma State University
University of Oklahoma
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Company Overview
Happy State BankHappy State Bank was a community bank headquartered in Amarillo, Texas, providing a full range of personal and commercial banking services, including checking and savings accounts, loans, mortgages, and wealth management. Founded in 1908, it grew to serve numerous communities across Texas, emphasizing strong customer relationships and local involvement. In April 2022, Happy State Bank was acquired by Home BancShares, Inc., the parent company of Centennial Bank, and its operations were subsequently merged into Centennial Bank. The Happy State Bank brand is now part of Centennial Bank's footprint.
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