Mr. Smith is a Registered Investment Advisor responsible for working with clients in all aspects of the client experience at DTIP. He is currently pursuing his designation as a Certified Financial Planner while supporting the advisory team in the construction of financial plans for existing and prospective clients. Prior to joining DTIP, Mr. Smith was an advisory associate with FS Investments, an alternative investments firm. During his time at FS, he was responsible for understanding and communicating financial products with advisors to meet their clients’ specific needs & goals. Mr. Smith holds Series 7, 63, & 65 licenses and is a graduate of Drexel University where he received his Bachelor of Science in Business Administration.