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Portfolio Management

Jonathan U.R. Smith

Senior Associate

Jonathan Smith is a Senior Associate at Hall Capital Partners LLC and a member of the firm's Portfolio Management practice in New York. He is responsible for developing investment strategy and constructing, monitoring, and rebalancing client investment portfolios.

Prior to joining the firm in 2016, Mr. Smith was a Vice President & Director of Sales for John Brevard, a luxury lifestyle brand. Previously, he was an Associate at Summit Rock Advisors, an investment management firm in New York. He was responsible for helping craft customized investment solutions for philanthropic families, foundations and endowments. Prior to joining Summit Rock Advisors, Mr. Smith was a Senior Analyst in Morgan Stanley's Investment Strategy Group, where he worked directly with the Chief Investment Strategist. He began his career as an Analyst in Morgan Stanley's Investment Banking Division in New York.

Mr. Smith holds a B.S. in Aerospace Engineering from the University of Virginia and an M.B.A. from Harvard Business School.