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David Smith, CIMA® & CFP®

Senior Financial Advisor, Managing Member

David is a Senior Financial Advisor and the firm’s Co-Chief Investment Officer. He has more than 25 years’ experience in the financial services industry and holds the highly respected Certified Investment Management Analyst™ and Certified Financial Planner™ designations; he is a Co-Managing Member of the firm.

Before joining Robinson Smith, David served as Managing Director at BlackRock, one of the world’s premier global asset and risk management firms. Prior to that, he worked with investment advisors and high net worth individuals at Fidelity Investments. He holds a Bachelor’s degree in psychology from the University of Cincinnati.

David and his wife, Wendi, live in the wonderful community of Kensington, N.H. The father of three boys, he can be found coaching, refereeing, scorekeeping or just cheering at the kid's baseball and basketball games. A Cleveland native, David has reveled in the recent sports team's successes.  He also closely follows his alma mater, the Cincinnati Bearcats. In his free time, David enjoys playing basketball, traveling and appreciating food and wine. He looks forward to the day when his boys can take over most of the yard work.


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