Blake Smith

About Blake Smith

As a Senior Analyst and Portfolio Manager and Analyst at Bachrach Asset Management, I oversaw investment research and portfolio allocation decisions of multiple funds across different asset classes with a focus on public equities and fixed income. As a CFA charterholder with more than 10 years of experience in the investment industry, I have developed a strong expertise in equity analysis, valuation, and fund management, as well as a deep understanding of the global markets and macroeconomic trends. I worked closely with a talented team of analysts to identify undervalued opportunities and generate consistent returns for our clients, while managing risk and diversification. I am passionate about finding innovative and sustainable solutions for the complex challenges facing the investment world, and I am committed to delivering excellence and value to our stakeholders.

Experience

1. Portfolio Manager Analyst

   Campbell Newman Asset Management, Inc

   Sep 2025 — Present · Milwaukee, WI, US

Education

• Miami University Farmer School of Business

  Bachelor of Science in Business, Finance; Economics; Decision Sciences

  2007 — 2011

Skills

• Finance
• Equities
• Management
• Investment Properties
• Microsoft Office
• Financial Analysis
• Microsoft Excel
• Powerpoint
• Valuation
• Investments
• Marketing
• Analysis
• Due Diligence
• Commercial Real Estate
• Microsoft Word
• Strategic Planning
• Negotiation
• Financial Modeling
• Private Equity