Brian Smyth

Director of Research and Trading at Kingfisher Capital - Charlotte, NC, US

Brian Smyth's Colleagues at Kingfisher Capital
Carol Layton

Client Services Manager

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Nicole Brandon

Director of Wealth Services

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Virginia Starnes

Operations/Trading Manager

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Ulrike Miles

Head of Philanthropy and Community Engagement

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Brian Smyth's Contact Details
HQ
704-333-1710
Location
Company
Kingfisher Capital
Brian Smyth's Company Details
Kingfisher Capital logo, Kingfisher Capital contact details

Kingfisher Capital

Charlotte, NC, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Kingfisher is a leading, privately owned, and independently managed financial services firm dedicated to serving select families and institutions. ​For nearly three decades, we have helped clients formulate goals, anticipate and manage risks, and solve complex problems within their personal, business, and philanthropic enterprises.We are experts in research-driven money management, comprehensive wealth advisory and consultative solutions. Whether you seek investment management, financial and estate planning, or family office and consulting services, our integrated model provides you a framework for pursuing your personal, institutional and financial ambitions.Our goal is to help affluent families, professionals, business owners, and institutions protect and expand wealth to achieve their security, lifestyle, and legacy objectives. We deliver value-added financial advice, intelligent investing, and personalized client service to create lasting relationships built on accountability and trust.www.kingfishercapital.comOur firm was established in Charlotte, North Carolina in 1989 with the formation of James M. Myers Research, Inc., an investment boutique specializing in value-oriented and alternative strategies. In 2004, our company was acquired by WealthTrust, LLC, an investment management holding company with collectively $6 billion in affiliated assets. In 2009, the firm returned to its roots as an independent investment adviser when its managing principals purchased all outstanding ownership interest from WealthTrust and formed Kingfisher Capital, LLC. As part of the transaction, all of the firm principals and employees remained with the firm.

Asset Management Corporate Bonds Wealth & Financial Planning Water investing Securities Research Retirement Planning Trusts & Estates Global Tactical Investing Wealth & Financial Planning Trusts & Estates Family Office Services Estate Planning Business Consulting Investments Foundations Simplicity Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Kingfisher Capital
Frequently Asked Questions about Brian Smyth
Brian Smyth currently works for Kingfisher Capital.
Brian Smyth's role at Kingfisher Capital is Director of Research and Trading.
Brian Smyth's email address is ***@kingfishercapital.com. To view Brian Smyth's full email address, please signup to ConnectPlex.
Brian Smyth works in the Investment Management industry.
Brian Smyth's colleagues at Kingfisher Capital are Carol Layton, Nicole Brandon, Virginia Starnes, Ulrike Miles, Chad Frk, Jane Raphael, Ross Illingworth and others.
Brian Smyth's phone number is 704-333-1710
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