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Brooks Smith

Senior Vice President, Portfolio Manager, Happy State Bank
Addison, Texas,United States
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Brooks Smith's Overview

Total Experience34 years
CompanyHappy State Bank
CountryUnited States

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:

Happy State Bank - Senior Vice President, Portfolio Manager (2018 to Present)
Tangency Portfolio Management, LLC - Private Investor (2016 to 2018)
U.S. Trust - Senior Vice President, Portfolio Manager III (1998 to 2016)
Schwab Institutional - Regional Account Representative (1994 to 1998)
Fredric E. Russell Inv. Mgmt. Co., Inc. - Portfolio Manager (1991 to 1994)

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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Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

Happy State Bank
Total employees800
HeadquartersAmarillo
Founded1908

Happy 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.

Happy State Bank Stock Information
Happy State Bank, Inc. is listed on the null under the ticker symbol null. The company went public on null

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