James Smith, Regional Director at Clinton Investment Management, LLC

James Smith

Regional Director at Clinton Investment Management, LLC | Ponte Vedra Beach, Florida, United States

Profile last verified September 2026
Financial Services Verified Profile Ponte Vedra Beach, Florida, United States Syracuse University - Maxwell School
Verified

Personal Email

***@comcast.net

Personal • High Confidence

Phone Number

(90*****

United States • Mobile

Free account · No credit card · 5 profiles/month

James Smith Socials
James Smith Work Experience

Regional Director at Clinton Investment Management, LLC in February 2024 - Present

Director Southeast Region at Focus Distribution in January 2023 - February 2024

Director of Advisor Channel at Waycross Partners in November 2021 - February 2023

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Director of Advisor Channel at Waycross Partners in October 2021 - October 2021

Regional Director, Southeast at Brandes Investment Partners in November 2012 - November 2020

External Asset Management Advisor at BlackRock in July 2011 - October 2012

Director, Sales and Business Development at Rockingstone Advisors in July 2009 - August 2011

Vice President, Institutional Consulting/Ultra High Net Worth Group at Merrill Lynch in January 2008 - June 2008

Vice President, Managed Solutions Group Regional Specialist at Merrill Lynch in September 2006 - June 2008

Vice President, Advisor Consultant at Nuveen Investments in December 1999 - September 2006

Financial Analyst/ Consults at Merrill Lynch in June 1996 - December 1999

Marketing Associate/Consults at Merrill Lynch in October 1994 - June 1996

Treasury Specialist/MLIM at Merrill Lynch in June 1993 - October 1994

James Smith Education

Syracuse University - Maxwell School, Bachelor of Arts and Sciences

James Smith Skills
Direct Sales Territory Management Expense Management Sales Product Development Investment Advisory Business Development Leadership Financial Services Investments
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Asset Management Sales Management Entrepreneurship Marketing Start-ups Public Speaking Portfolio Management Series 63 Investment Management Series 7 Separately Managed Accounts Finance Financial Advisory Wealth Management Due Diligence Trading
About James Smith’s Current Company
Clinton Investment Management, LLC

Clinton Investment Management specializes in providing sophisticated tax-exempt fixed income solutions to high-net-worth, and ultra-high-net-worth investors, as well as institutions and family offices. Clinton Investment Management, LLC is an independent investment manager. We serve the needs of and answer to our clients, not shareholders. Our investment decisions are totally client-driven. We have an excellent long-term track record of delivering consistent, competitive returns to municipal bond investors. As specialists in the management of municipal bond portfolios, we have the skills and experience to add significant value to our clients’ tax-exempt investment strategies. Our clients have direct access to our key decision maker. We empower our clients by continually sharing our insights with them and ensuring they have direct access to our key investment decision maker. We pride ourselves not only on our technical and investment expertise, which drives our ability to generate consistent, competitive returns for our clients over the long term—but also on our genuine understanding of our clients’ needs, based on our deep experience of engaging with clients in candid and continuous dialogue. Our unique commitment to continuous dialogue is reflected in the direct access clients have to our key investment decision maker—and why we actively seek opportunities to engage with clients, rather than waiting for them to contact us. With continuous dialogue comes a deeper understanding and a service that better fulfills the needs of our clients.

Discover more about Clinton Investment Management, LLC
James Smith’s Colleagues
Lane Bucklan

Lane Bucklan

Stamford, Connecticut, United States

General Counsel and Chief Compliance Officer at Clinton Investment Management, LLC

General Counsel and Chief Compliance Officer at Clinton Investment Management, LLC
(November 2023 – Present)

Lynn Oshea

Lynn Oshea

Stamford, Connecticut, United States

Portfolio Analyst at Clinton Investment Management

Portfolio Analyst at Clinton Investment Management, LLC
(August 2021 – Present)

Alexander Clinton

Alexander Clinton

Stamford, Connecticut, United States

Credit Analyst at Clinton Investment Management

Credit Analyst at Clinton Investment Management, LLC
(May 2022 – Present)

David Karpa

David Karpa

New York, New York, United States

Director of Investor Relations / Client Portfolio Manager at Clinton Investment Management, LLC

Director of Investor Relations / Client Portfolio Manager at Clinton Investment Management, LLC
(July 2017 – Present)

Agustin Delora

Agustin Delora

Brooklyn, New York, United States

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Resident Manager at Clinton Investment Management, LLC
(January 2010 – Present)

AC

Andrew Clinton

United States

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President at Clinton Investment Management, LLC
(May 2007 – Present)

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Frequently asked questions about James Smith

What is James Smith email address?

Email James Smith at [email protected] and [email protected]. This email is the most updated James Smith's email found in 2026.

What is James Smith phone number?

James Smith phone number is (904) 501-5761.

How to contact James Smith?

To contact James Smith send an email to [email protected] or [email protected]. If you want to call James Smith try calling on (904) 501-5761.

What company does James Smith work for?

James Smith works for Clinton Investment Management, LLC.

What is James Smith's role at Clinton Investment Management, LLC?

James Smith is Regional Director

What industry does James Smith work in?

James Smith works in the Financial Services industry.

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