“There are few things in life that are more satisfying than being around great people, serving others, and working with purpose and passion.”
-Gibson Smith, Founder
Meet Our Team
High character is the most fundamental component of our team. We have a deeply ingrained understanding that hard work, collaboration, and discipline translate into success and that integrity is central to purposeful and meaningful work.
Committed, collaborative relationships result in a better process and a more positive outcome.
Gibson Smith
Founder of Smith Capital Investors
“I have come to believe that relationships and character are two of the most important components of our lives. Our relationships provide support, education, and guidance, while our character defines who we are and who we want to be. Together they set the foundation for a healthy and productive life.”
Lindsay Bernum
“I believe that the single most important thing is being kind. I believe that the kindness and care we share with the world will multiply in positive ways beyond our imagination and therefore our primary role is to be kind, caring, and generous with our time, talents, and abilities.”
Kevin Branan
“If you consistently operate from integrity, trust develops, you gain influence and your life and career will flourish.”
Roberta Tucker
“I believe in making each day a day that I can look back on and say I treated others with kindness, honesty, and sincerity while acting with integrity and courage.”
Eric Bernum
CFA®
“I believe there is no substitute for hard work. I enjoy spending my time, energy, and passion working with people willing to dedicate themselves to a common good. I am also a big believer in perspective. Everyone has his own, and a difference in perspective does not equate with one being right or wrong. It is always worth the effort to develop an understanding of someone’s perspective.”
Jonathan Aal
“In my experience, however fleeting or long-lasting, peace comes from the things or people in which we have placed our trust. When developing relationships there is very little one can do that is more important than developing trust.”
Zach Tucker
“Each day is an opportunity to be an incrementally better version of yourself – be it through learning, teaching, experiencing or serving – and doing it with a like-minded team can only multiply its positive effect.”
Michael Scherer
“I joined Smith Capital because I wanted to be a part of something special. This is a group with a track record of tremendous past success. Those individuals came together as a team to perform a necessary service combining integrity and excellence.”
William McCurdy
“I believe that family is above all else, and value a working culture where lasting relationships are built, uniting great people to do great things.”
Andrew Casner
“When you combine deep-rooted passion, an attitude of hard work, and a touch of healthy competition, no goal is out of your reach.”
Bryan Owen
Analyst
“I believe that wherever you are in life, opportunity comes through hard work, discipline, and perseverance. Happiness or ‘the dream’ is derived from the work itself – it’s not the destination, but the journey. Take the road less traveled, do it with great people, and find joy in the daily process.”
Garrett Olson
CFA®
“I believe that fulfillment in life comes from working hard every day to get a little better than you were the day before. With discipline, persistence, and love for the process, small daily gains can compound over time into incredible achievement. “
Ryan Duffy
CIMA®
“I believe we can create great outcomes with the right combination of shared values, aligned interests, and long-term perspective.”
Wade Clouse
“I believe in respect and working with people that more easily give it than command it. When there is mutual respect and admiration for one another great things can be achieved.”
Markus Manly
“I believe in the importance of deeper human connection and passion. If you do what you love with people you care for, there are no bounds to the amount of happiness and success that can be created.”
Jake Jones
“I believe the quality of your life will never exceed the quality of your thoughts. Surrounding yourself with individuals who promote worthwhile thoughts creates the foundation for a life not lacking in zeal.”
Cassandra Kneen
Business Development
“I believe in rigorous work ethic, kindness, and humility; with this most any goal can be accomplished.”
Nate Palmer
“I believe that challenging oneself is the cornerstone of personal growth and development, as it pushes us beyond our comfort zones and fosters resilience. By embracing new experiences and overcoming obstacles, we continuously evolve and unlock our true potential.”
Meet Our Team
High character is the most fundamental component of our team. We have a deeply ingrained understanding that hard work, collaboration, and discipline translate into success and that integrity is central to purposeful and meaningful work.
Committed, collaborative relationships result in a better process and a more positive outcome.
Gibson Smith
Founder of Smith Capital Investors
“I have come to believe that relationships and character are two of the most important components of our lives. Our relationships provide support, education, and guidance, while our character defines who we are and who we want to be. Together they set the foundation for a healthy and productive life.”
Lindsay Bernum
“I believe that the single most important thing is being kind. I believe that the kindness and care we share with the world will multiply in positive ways beyond our imagination and therefore our primary role is to be kind, caring, and generous with our time, talents, and abilities.”
Kevin Branan
“If you consistently operate from integrity, trust develops, you gain influence and your life and career will flourish.”
Roberta Tucker
“I believe in making each day a day that I can look back on and say I treated others with kindness, honesty, and sincerity while acting with integrity and courage.”
Eric Bernum
CFA®
“I believe there is no substitute for hard work. I would rather spend my time, energy, and passion working with people willing to dedicate themselves to a common good rather than those who attempt to find success via their natural intelligence or gifts.”
Jonathan Aal
“In my experience, however fleeting or long-lasting, peace comes from the things or people in which we have placed our trust. When developing relationships there is very little one can do that is more important than developing trust.”
Zach Tucker
“Each day is an opportunity to be an incrementally better version of yourself – be it through learning, teaching, experiencing or serving – and doing it with a like-minded team can only multiply its positive effect.”
Michael Scherer
“I joined Smith Capital because I wanted to be a part of something special. This is a group with a track record of tremendous past success. Those individuals came together as a team to perform a necessary service combining integrity and excellence.”
William McCurdy
“I believe that family is above all else, and value a working culture where lasting relationships are built, uniting great people to do great things.”
Andrew Casner
“When you combine deep-rooted passion, an attitude of hard work, and a touch of healthy competition, no goal is out of your reach.”
Bryan Owen
Analyst
“I believe that wherever you are in life, opportunity comes through hard work, discipline, and perseverance. Happiness or ‘the dream’ is derived from the work itself – it’s not the destination, but the journey. Take the road less traveled, do it with great people, and find joy in the daily process.”
Garrett Olson
CFA®
“I believe that fulfillment in life comes from working hard every day to get a little better than you were the day before. With discipline, persistence, and love for the process, small daily gains can compound over time into incredible achievement. “
Ryan Duffy
CIMA®
“I believe we can create great outcomes with the right combination of shared values, aligned interests, and long-term perspective.”
Wade Clouse
“I believe in respect and working with people that more easily give it than command it. When there is mutual respect and admiration for one another great things can be achieved.”
Markus Manly
“I believe in the importance of deeper human connection and passion. If you do what you love with people you care for, there are no bounds to the amount of happiness and success that can be created.”
Jake Jones
“I believe the quality of your life will never exceed the quality of your thoughts. Surrounding yourself with individuals who promote worthwhile thoughts creates the foundation for a life not lacking in zeal.”
Cassandra Kneen
Business Development
“I believe in rigorous work ethic, kindness, and humility; with this most any goal can be accomplished.”
Nate Palmer
“I believe that challenging oneself is the cornerstone of personal growth and development, as it pushes us beyond our comfort zones and fosters resilience. By embracing new experiences and overcoming obstacles, we continuously evolve and unlock our true potential.”
