Cooper Smith
Lead Sector Analyst (Consumer Discretionary/Tactical Growth) at the Roland George Investments Program | Student-Athlete at Stetson University
- Role
- Wealth Management Intern at Morgan Stanley
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Cooper Smith
I’m a results-driven finance professional who just earned an MBA in Finance from Stetson University and am now pursuing my MS in Finance at Babson College (4.0 GPA). With hands-on experience across wealth management, investment analysis, and small business funding, I’ve built a track record of delivering insights that drive real financial impact. At Morgan Stanley, I partner with Financial Advisors to analyze portfolios, optimize asset allocation, and align investments with client objectives. At Cheetah Capital, I structured and closed over $8M in funding for growing businesses—designing scalable capital programs and reporting directly to the CEO. From leading due diligence at the Hatter Angel Network to managing a $7M student-run investment fund at Stetson, I thrive in high-performance environments that demand precision, strategy, and execution. Backed by elite certifications, Division I athletics, and a passion for financial growth—I bring the energy, intellect, and intensity today’s top firms demand.
Experience
Wealth Management Intern
Jun 2025 — Present · Naples, FL, US
Portfolio Review & Analysis: Collaborated Financial Advisors in reviewing client portfolios, conducting performance attribution, and evaluating asset allocations across multiple accounts.• Client-Aligned Investment Research: Researched investment opportunities tailored to clients’ profiles and risk tolerance, recommending augment with team-specific portfolio strategies.
Education
Stetson University
Master of Business Administration - MBA
2024 — 2025
Community School of Naples
High School Diploma
2017 — 2021
Stetson University
Bachelor of Business Administration - BBA
2021 — 2024
Babson F.W. Olin Graduate School of Business
Master of Science - MS
2025 — 2026
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