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    Hugh Smith

    Member and Chief Investment Officer at The Welch Group, LLC

    Hugh Smith is a prominent financial professional serving as Member and Chief Investment Officer at The Welch Group, LLC, based in Birmingham, Alabama.12 With nearly 30 years of experience in the financial industry, Smith has played a crucial role in the growth and development of The Welch Group.12

    Professional Background

    Smith joined The Welch Group in February 2002 and has been instrumental in growing the firm's assets under management from just over $100 million to over $2 billion.1 He developed the analysis tools used by the firm for wealth management services, including their proprietary wealth management index.12 Smith also partnered with the Founder and Investment Committee to develop the firm's proprietary dividend and core stock portfolios.2

    Previous Experience

    Before joining The Welch Group, Smith's career included:

    • Chief Financial Officer and part-owner of a closely held business for five years2
    • Audit Manager at Arthur Andersen for nine years (1987-1996)12

    Education and Credentials

    Smith holds impressive credentials in the financial sector:

    • Bachelor of Science in Commerce & Business Administration, Accounting from the University of Alabama (1983-1987)1
    • Certified Public Accountant (CPA)12
    • Chartered Financial Analyst (CFA)12
    • Certified Financial Planner (CFP)12

    Professional Recognition

    Hugh Smith has been quoted in top financial periodicals such as Kiplinger's Personal Finance, Wall Street Journal, and Money Magazine, and has appeared on local Fox 6 News.2

    Personal Interests

    Outside of his professional life, Smith is actively involved in serving the community, exercising, climbing, and enjoying outdoor activities.2

    Highlights

    Jan 16 · elchgroup.com
    Meet Our Team of Financial Advisors | The Welch Group
    Meet Our Team of Financial Advisors | The Welch Group
    People & Appointments: Franklin Templeton head of stewardship exits

    Related Questions

    What are Hugh Smith's key achievements at The Welch Group?
    How did Hugh Smith develop the analysis tools used by The Welch Group?
    What is the proprietary wealth management index created by Hugh Smith?
    How has Hugh Smith contributed to the growth of assets under management at The Welch Group?
    What are some notable publications that have featured Hugh Smith?
    Hugh Smith
    Hugh Smith, photo 1
    Hugh Smith, photo 2
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    Location

    Birmingham, Alabama, United States