Awards & Accolades for Casey T. Smith, President & Senior Financial Advisor
Casey has been acknowledged over the years in many different capacities for his industry knowledge and expertise. Below is a list of recent and ongoing acknowledgements. Disclosures for the various awards received and affiliations are available here.
Podcast Host
Awards
Cobb Life Magazine “Best Investment Firm” in Cobb County 2019, Second Place for 2023
Georgia Business Journal “Best Financial Firm in State” 2021, 2022
East Cobb Magazine “Best Financial Firm” 2021
Atlanta Magazine Metro Atlanta Wealth Manager of the Year – 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
Top 20 Innovator in the usage of ETFs in America – 2012 – ETFDB.com
Berry College – Young Alumni of the Year 2010
Cobb Life Magazine – Top 20 Under 40 – Rising Stars 2010
Beta Gamma Sigma Honoree Member – 2012
Cobb Chamber of Commerce – Top 25 Small Business of the Year 2015
Quoted
New York Times, Barron’s, The Wall Street Journal, Kiplinger Magazine, Atlanta Journal and Constitution, Marietta Daily Journal, Cobb Business Journal, Berry College Alumni Magazine, Your Trading Edge Magazine, Financial Advisor Magazine, SeekingAlpha.com, ETF.com, Investment News, CNN Radio.
Board Appointments
Berry College Board of Visitors
Berry College Campbell School of Business
National Small Business Association Leadership Council Member
Speaking Engagements
Global Indexing & ETFs – Phoenix, 2012; Dana Point CA, 2016
ALPA ASA 401k Workshop – 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016
Standard & Poors Workshop Atlanta – 2011, 2012
ETF Conference Shanghai – 2012
Inside ETFs Florida – 2009, 2010, 2012, 2020
Art of Indexing Summit New York – 2010
Inside ETFs Europe Amsterdam – 2010
ETF Summit Singapore – 2009
If you are interested in having Casey speak at your next event, please fill out the contact form and we will be in touch!