Stephen K. Smith Joins Bank of New Hampshire’s Wealth Management Team
Concord, New Hampshire – February 16, 2023 – Bank of New Hampshire is excited to welcome Stephen K. Smith, CFA, who has joined their Wealth Management team as Senior Vice President – Investment Officer/Strategist.
In his role, Stephen will serve as an Investment Officer for Bank of New Hampshire Wealth Management clients. In addition to direct client responsibility and new business requests, he will also provide leadership in the function of developing favorable investment strategies to support their clients’ goals and objectives.
Stephen joins Bank of New Hampshire with over thirty-five years of experience in high-net-worth and institutional investment management. He holds a Bachelor of Science degree in Corporate Finance & Investment Management from the University of Alabama and holds a Chartered Financial Analyst® (CFA) designation. Stephen is the former President and current member of the CFA Society of Alabama and a member of the CFA Society of Atlanta.
“We are very pleased to have Stephen join our Wealth Management Team. His long history serving high-net-worth and institutional clients will be a great benefit to the clients of Bank of New Hampshire,” said Robert Magan, Senior Vice President – Senior Wealth Management & Private Banking Investment Officer. “His extensive experience in portfolio management and leading investment strategy teams gives us the opportunity to construct high quality investment portfolios that provide consistently competitive returns to assist our clients in achieving their financial goals.”
Stephen can be reached in the Wealth Management office located at 3 Eagle Square in Concord, New Hampshire, via phone at 603.527.3912 or by e-mail at [email protected].
Bank of New Hampshire is proud to have Stephen in this role on our team as we aspire to remain an independent mutual financial institution, delivering innovative solutions and exceptional service, while assisting our employees, customers and communities to build brighter futures.
Bank of New Hampshire, founded in 1831 provides deposit, lending and wealth management products and services to families and businesses throughout New Hampshire and southern Maine. With 21 banking offices and assets exceeding $2 billion, Bank of New Hampshire is the oldest and one of the largest independent banks in the state. Bank of New Hampshire is a mutual organization, focused on the success of the bank’s customers, communities and employees, rather than stockholders. For more information, call 1.800.832.0912 or visit www.BNH.bank.
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