Welcome Nathan Palmer

Carys Murphy, Head of Strategic Initiatives.

Carys Murphy is Head of Strategic Initiatives at Smith Capital Investors, where she leads business strategy and planning. Carys has a distinguished track record as an internal consultant in financial services.

Before joining Smith Capital Investors, Carys was instrumental in defining client and employee experiences, and executing growth and integration strategies that delivered results. At Charles Schwab, she was a leader in the integration office for the $26B acquisition and integration of TD Ameritrade with Schwab.

Carys holds a Master’s degree in Business Administration from the University of Colorado and a Bachelor’s degree in Business from Emory University.

Outside of work, Carys loves spending time being active and traveling with friends and family; including skiing, hiking, mountain biking, and playing squash.

Why did you join Smith Capital Investors?

“I joined Smith Capital Investors for the opportunity to work with smart, driven, and interesting people. I am excited to be part of a growing company that values integrity and relationships”.

Favorite book, quote, thought, inspiration, lesson.

“The cynics will tell you that the good you do today will be forgotten tomorrow. I say, do it anyway.” – Roberto Goizueta

Cassandra Kneen, Business Development.

Cassie has experience working in Registered Investment Advisory (RIA) firms. Most recently she worked for Fidelis Capital as Chief of Staff and Head of Marketing. Before this, she worked at Private Wealth Asset Management as a Financial Analyst and Relationship Manager. In both positions, she played a key role in building the companies from inception, fostering individual and institutional relationships, and driving launch marketing and sales efforts. Cassie applies her expertise to her passion: cultivating meaningful and long lasting relationships with institutions and individuals.

Cassie earned her Bachelor of Science in business from the University of St Andrews, distinction of First Class Honors. She played for the University of St Andrews golf team and received the Royal and Ancient (R&A) Scholarship. In her free time, she enjoys skiing, tennis, golf, and reading.

Why did you join Smith Capital Investors?

“I joined Smith Capital Investors to surround myself with people of high character, kindness, and investing excellence.”

Favorite book, quote, thought, inspiration, lesson.

“What counts in life is not the mere fact that we have lived; it is what difference we have made to the lives of others that will determine the significance of the life we lead.” – Nelson Mandela

Charlie Smith

Charlie Smith is an operations associate at Smith Capital Investors. He joined the team Summer of 2024 after graduating from the University of Colorado at Boulder. Charlie is focused on management and helping expand Smith Capital Investors to new heights.

Before joining Smith Capital Investors, Charlie worked a sales internship with Northwestern Mutual. At Northwestern he found a passion for connecting with people and expanding his professional network. While in school, he served on the executive and community service boards for his fraternity.

Charlie earned a Bachelors of Science degree in Business with a dual emphasis on Marketing and Real Estate. Charlie spends his free time enjoying the great state of Colorado – skiing, golfing, hiking, and going to every sports event he can get a ticket for.

Why did you join Smith Capital Investors?

“I joined Smith Capital Investors because I was given a phenomenal opportunity to work with a talented, smart, and hard-working team. I want to do whatever I can to help expand my father’s business and create an environment that my family and children would want to work for.

Favorite book, quote, thought, inspiration, lesson.

“You can never let anything distract you from your main objective. My only goal is to be great. That’s all I want. That’s all I ever aspire to be. Greatness is something nobody can ever take away from you, no matter what happens. So I put all my energy and focus into my craft” – Larry Fitzgerald

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Bryan Owen, Analyst

Bryan Owen is an Analyst at Smith Capital Investors. He joined the team as an intern while finishing his degree at the University of Colorado at Boulder and assumed a full-time position with the firm in January 2020. Bryan’s focus on the team is credit and economic analysis.

Bryan earned a Bachelor of Science degree in business administration from the University of Colorado at Boulder with minors in economics and mathematics. Originally from Denver, Colorado, Bryan spends his free time following financial markets, playing ice hockey, skiing, golfing, playing tennis, and reading.

Why did you join Smith Capital Investors?

“It’s not too often that you can find yourself in an environment surrounded by great minds but more importantly, great people. I joined Smith Capital Investors because of the unique opportunity to surround myself with people of high character, that are always pushing the limits for improvement — both individually and with the business.”

Favorite book, quote, thought, inspiration, lesson.

“You were not born a winner, and you were not born a loser. You are what you make yourself to be.” – Lou Holtz
“The impediment to action advances action. What stands in the way becomes the way.” – Marcus Aurelius

Books: The Dark Tower series, Thinking in Bets, Shoe Dog, The Dao of Capital, The Lessons of History

Welcome Nathan Palmer

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