From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor

About this episode

Brenda interviews Jay Smith about his unique journey from academia to becoming a top financial advisor.

This week, Brenda speaks with Jay Smith, senior portfolio manager at CIBC Wood Gundy. Jay talks about his early career as an academic, how a PHD in philosophy prepared him for the world of finance, and how he talked his way into a job at Merrill Lynch in the 1970s. He also shares some lessons he’s learned over his five decades in the investment industry and how those experiences have shaped the investment strategy he uses today.

People in this episode

Host: Brenda

Guest: Jay Smith

Topics covered

• finance
• investment strategy
• career path
• philosophy
• portfolio management

Keywords

• finance
• investment
• philosophy
• portfolio management
• career advice
• Merrill Lynch
• CIBC Wood Gundy

Mentioned in this episode

Organizations: CIBC Wood Gundy, Merrill Lynch, The Globe and Mail

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