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Brooks Smith, CFA

Brooks Smith, CFA

Senior Vice President - Trust Portfolio Manager

One Hanover Park, 16633 North Dallas Parkway, Suite 350
Addison, TX 75001
(972) 407-4966

Brooks Smith has an entrepreneurial background followed by over twenty-eight years of buy-side experience in wealth management developing client relationships and managing customized discretionary total return investment portfolios.  Brooks started his career with Fredric E. Russell Investment Management Co., Inc., a boutique investment firm in Tulsa.  After moving to Dallas, Brooks worked with Schwab Institutional, then subsequently spent 18-years as a Portfolio Manager with U.S. Trust / Bank of America Private Wealth Management.  In 2018, Brooks became Senior Vice President and Portfolio Manager with Happy State Bank and Trust Company.  Brooks graduated from Oklahoma State University with a B.S. in Finance.  He has earned the right to use the Chartered Financial Analyst (CFA) designation, and holds memberships with the CFA Institute and the CFA Society of DFW.  He and his wife, Joanna, are members of a Lutheran Church in Dallas.