About Us
Mr. Smith, alongside his partner Marcellino Manilla, founded the General Partner, M.M. Smith & Partners, LLC in 2020.
From 2016 to 2019, Jason worked as an equity analyst at a Private Hedge Fund. He was the #4 ranked equity analyst in the United States on Sumzero in Nov-18 and Feb-19. At the hedge fund, Mr. Smith was instrumental in facilitating activist campaigns against corporate boards. Jason used bottoms-up fundamental analysis to target undervalued companies. He focused on strong balance sheets, FCF generation, and near-term catalysts. He was also responsible for managing junior analysts and served as lead analyst covering mostly tech and retail. The team conducted fundamental research, interviewed management, built financial models to produce company valuations, and published research reports giving investment recommendations.
Prior to joining the hedge fund, Mr. Smith worked in asset management for Edward Jones and AIG from 2012-2016. At AIG, he received a Top Advisor Award and was consistently ranked among the top 10% of advisors in the country.
From 2007-2019, Jason worked for the United States Patent and Trademark Office (USPTO) as a primary patent examiner, specializing in the railway/transportation sector. Mr. Smith passed the Patent Bar exam in 2011, and in 2017, Jason received the Bronze Medal award from the Department of Commerce, the highest honor given at the USPTO. He also received a Length of Service Award in 2017.
Mr. Smith was also a financial committee manager for PGCC's homeowner's association. Jason has a secret security clearance and holds his Series 66 license.
Mr. Smith completed the Financial Analyst Program at Florida Atlantic University. Jason graduated from the University of Pittsburgh with a B.S. in Civil Engineering and holds an MBA from NYU Stern School of Business with a concentration in finance.
Mr. Smith is married with two children.