Dave Smith

Based on the available information, here's what we know about Dave Smith, Principal at Oz Advisors, LLC:

Dave Smith is a Principal at Oz Advisors, LLC, a real estate consulting firm.3 He has significant experience in the financial services and real estate industries.

Professional Background

Current Role:

• Principal at Oz Advisors, LLC, focusing on real estate consulting3

Previous Experience:

• National Director of Real Estate Development (prior role)
• Managing Director at BlackRock, one of the world's premier global asset and risk management firms2
• Worked with investment advisors and high net worth individuals at Fidelity Investments2

Education and Qualifications

Dave Smith holds several professional designations and has a strong educational background:

• Bachelor's degree (likely in business administration or a related field)12
• CFA (Chartered Financial Analyst) charterholder1
• Certified Investment Management Analyst™ (CIMA) designation2
• CERTIFIED FINANCIAL PLANNER® (CFP) designation2

Professional Associations

• Member of the National Association of Personal Financial Advisors (NAPFA)2
• Member of the Investments & Wealth Institute (IWI)2
• Previously served on the board of directors of CFA Society Chicago1

Other Involvements

• Member of the Board of Advisors for Catholic Charities of the Archdiocese of Chicago since October 20004

Dave Smith appears to be a seasoned professional with extensive experience in financial services, investment management, and real estate consulting. His diverse background and professional qualifications suggest he brings a wealth of knowledge to his role as Principal at Oz Advisors, LLC.