Portfolio Management: Charlie Smith

Charlie Smith

Chief Investment Officer
Portfolio Management

FOCUS: Provides the economic overview for the firm while also managing client portfolios of individual securities.

LEADERSHIP: Chief Investment Officer, Executive Vice President, and also is the head of the Investment Policy Committee.

CAREER HIGHLIGHTS: Charlie’s views on the economy and the markets are respected and regularly sought out by CNBC, The Wall Street Journal and other financial media. He has written and lectured on markets and the economy over the course of his career, which began in 1983 and has included leadership roles with several regional investment firms before becoming a founding partner of Fort Pitt Capital Group in 1995.

EDUCATION: BA, Pennsylvania State University

PERSONAL: Lives in Marshall Township, Pennsylvania with his wife, Barbara.

Learn more about our people.