George Smith

Portfolio Strategist

George Smith is a Portfolio Strategist for LPL Financial. He chairs the Tactical Model Portfolio Committee (MPC), which manages LPL Research’s multi-asset tactical models across multiple managed account platforms. George is the vice chair of the Strategic and Core Series MPCs, and chairs Research’s benchmarks sub-committee, which provides expertise on investment performance management at LPL. He also assists in the development of quantitative methods to enhance portfolio management and portfolio construction.

George helps shape LPL Research’s overall asset allocation, investment strategy, and market views. He is a frequent author of LPL Research’s thought leadership publications and a member of the Strategic Asset and Allocation Committee (STAAC), which provides a united investment view across a comprehensive range of investing disciplines.

George joined the Research team in 2019. Before that, he was manager in the Overlay Portfolio Management Group, which provided oversight and support for LPL Financial’s centrally-managed advisor platforms.

Prior to joining LPL Financial

George worked at Legal and General Investment Management (LGIM) in London, U.K. as Assistant Fund Manager-Asset Allocation of their index funds. His nearly 20-year investing experience includes time at Goldman Sachs Asset Management (GSAM) in London.

“I became interested in investing as a young child. The idea that banks would pay me for keeping my money in their bank seemed miraculous back then. It sparked a desire for superior risk adjusted returns that has stayed with me ever since.”

Education & Achievements

BS in Mathematics, University of Bristol, United Kingdom

Chartered Financial Analyst®

Chartered Alternative Investment Analyst®

Certificate in Investment Performance Measurement

Series 7 and 63 licenses

Read George Smith's Latest Posts

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Tactical Asset Allocation — Long Live the 60/40

| George Smith

LPL Research delves into positioning of its 60/40 MWP Tactical ETP model portfolio.

January 2024 Fund Flows Recap

| George Smith

LPL Research explores January 2024 fund flows data and investor sentiment across asset classes.

Investor Confidence Wavers After Volatile Start to Year

| George Smith

LPL Research explores the latest investor sentiment survey data and what this could mean for stock market returns going forwards.

December and 2023 Fund Flows Recap

| George Smith

LPL Research explores December and 2023 fund flows data across major asset classes.

January Seasonality: Have Returns Pulled Forward?

| George Smith

LPL Research assesses stock market seasonals and what they could infer for stock market returns going forward.

Investors Approaching Extreme Bullishness

| George Smith

LPL Research explores the latest investor sentiment survey data and what this could mean for stock market returns going forward.

November Fund Flows — Shift To Passive Continues

| George Smith

LPL Research explores November fund flows data and investor sentiment across asset classes.

Is the Santa Claus Rally Still Coming to Town?

| George Smith

LPL Research assesses stock market seasonals and what they could infer for stock market returns going forward.