About Joseph Smith
Joseph Smith is a director at Parti Pris Investment Partners.
Joseph Smith first appears on SEC filings in 2024.
Experience
This experience comes from Joseph Smith's profile and from SEC filings. For roles taken from filings, the years are when the filings name Joseph Smith in the role, so the role may have started earlier or lasted longer.
Parti Pris Investment Partners, Inc. Current
Founder & Chief Investment Officer (2019 – Present)
Director
2019 – Present · Morro Bay, CA
Provides portfolio management software and investment services to financial advisors.
CL
CLS Investments, LLC
Deputy Chief Investment Officer
2014 – 2019
CS
Charles Schwab
Senior Product Specialist - ETFs & Index Funds
2012 – 2013
RI
Russell Investments
Manager, ETF Product Research & Development
2007 – 2012
Key Colleagues at Startups
The people Joseph Smith works with at each company, as listed on that company's latest Form D.
Parti Pris Investment Partners, Inc. · Form D, Jul 30, 2026
CS
Christopher Stewart
Director
TA
Theodore Aronson
Director
Arthur Lutschaunig
Co-Founder & CEO, director
SJ
Stephen Johnson
Director