MEET YOUR ADVISOR

Jeffrey Smith, CFP®, CFA®, MBA

Jeffrey Smith, CFP®, CFA®, MBA

Co-founder of North Shore Investment Consulting and a dedicated advocate for clients navigating complex financial decisions.

Co-founder of North Shore Investment Consulting and a dedicated advocate for clients navigating complex financial decisions.

A personal practice, built on institutional experience.

A personal practice, built on institutional experience.

With more than 30 years of portfolio management experience, Jeffrey has overseen more than $1 billion in pension and corporate assets within a major Chicago-based institutional organization. His academic foundation includes an MBA in Finance from DePaul University and a BA in Economics from Northern Illinois University. That background informs NSIC’s disciplined approach to investment management, financial planning and client advocacy.

EDUCATION & PROFESSIONAL DEVELOPMENT

Jeffrey Smith

Jeffrey Smith

MBA in Finance
— DePaul University

BA in Economics
— Northern Illinois University

Alternative Investments Certificate Program
— Harvard Business School, 2022

Real Estate Economics and Finance Certificate Program
— London School of Economics, 2024

Member, National Association of Personal Financial Advisors (NAPFA)

Start a conversation with NSIC.

Start a conversation with NSIC.

Start a Conversation