Gary A. Smith, CFA® 

Director of Trading and Portfolio Management

With a keen eye for detail and a disciplined approach, Gary is responsible for the day-to-day trading and operations of client portfolios, as well as contributing to the firm’s long-term investment strategy. His role also involves direct client interaction, where he provides personalized planning and advisory services, ensuring that each client's portfolio aligns with their unique financial objectives.

​

Gary's extensive background in institutional risk management and his Chartered Financial Analyst (CFA) designation reflect his deep expertise in the financial markets. His experience, including roles as a Senior Risk Management Associate at the Chicago Mercantile Exchange and as a Hedge Fund Analyst, has equipped him with the skills necessary to navigate complex market environments. At Invariant, Gary leverages this knowledge to help clients achieve their financial goals with a focus on minimizing stress and maximizing outcomes.

What Gary finds most rewarding about his work at Invariant is the opportunity to develop meaningful relationships with clients and colleagues alike. He appreciates the collaborative environment and the collective commitment to delivering exceptional results. Outside of work, Gary enjoys powerlifting, playing chess, and spending quality time with his wife and their three dogs, Woo, Lovey, and Violet, reflecting his balanced and well-rounded approach to life.

Chartered Financial Analyst®