David Smith, CFA®

Director of Research

David Smith is Director of Research and Trading at HeadInvest. Mr. Smith has 20 years of industry experience, and is responsible for overseeing the trading process, and for fundamental research on investment securities in support of the firm’s portfolio advisors. Prior to joining HeadInvest in 2022, Mr. Smith spent 19 years at Acadia Trust, N.A., where he most recently served as Chief Investment Officer. In his role as CIO at Acadia, Mr. Smith established investment processes, conducted investment reviews on all managed accounts, and acted as Portfolio Manager for select institutional accounts. Prior to his role as CIO, he spent seven years as Director of Research and six years as an Equity Analyst at Acadia. Mr. Smith earned his B.A. in Economics, Magna Cum Laude, from Whittemore School of Business and Economics at the University of New Hampshire, and earned his Master of Science in Finance at Wallace E. Carroll Graduate School of Management at Boston College. Mr. Smith is a Chartered Financial Analyst and is a member of the CFA Society Boston. He is a recipient of the Camden National Corp. Commitment to the Shareholder Award. Outside of work, Mr. Smith enjoys watching and playing sports with his wife, Amy, two sons, Derek and Matthew, and two dogs, Winston and Bailey.