Brooks Smith, CFA

Senior Vice President, Portfolio Manager, Happy State Bank
Addison, Texas,United States
Find Brooks Smith, CFA's Email
Find Brooks Smith, CFA's Phone

Who Is Brooks Smith, CFA?

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.

Brooks Smith, CFA LinkedIn pageCompany Website

How Did Brooks Smith, CFA's Career Path Shape Their Journey?

Brooks Smith, CFA'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)

What Are Brooks Smith, CFA's Key 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.

What's Brooks Smith, CFA's Educational Background?

Bachelor of Science (B.S.), Finance and International Economics

Oklahoma State University

Degree Program

University of Oklahoma

Buying Intent Signals for Brooks Smith, CFA

Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

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.

Company Website
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

Highperformr's free tools for company research

Find contact info

Get verified emails, phone numbers, and LinkedIn profile details

Find similar contacts

Discover contacts with similar roles, seniority, or companies

Perform deep contact research

Uncover insights like skills, work history, social links, and more

Discover, research and enrich contacts with Highperformr — Smarter, Faster

Explore contacts in-depth — from verified emails and phone numbers to LinkedIn activity, job changes, and more — all in one powerful view.

Highperformr AI helps you surface the right people and enrich your CRM with live, accurate contact insights so your teams can connect faster and close smarter.

  • Track signals like job change, promotion, and LinkedIn activity
  • Enrich contacts with verified email, phone, and social data instantly
  • Automate enrichment and updates with powerful workflows
  • Sync enriched contact info directly into your CRM and tools

Thousands of contacts — including decision-makers, influencers, and ICP matches — are just a search away.

Intent Signals

Buyer intent signals

CRM Enrichment

Contact Enrichment

Workflows and tasks

Workflows and tasks

Integrations

Integrations

Thousands of companies, including, are just a search away.