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Edward F. Smith III, M.B.A., CFA

Instructor, Management Department of Management

Edward F. Smith III, M.B.A., CFA

Edward F. Smith, CFA, teaches MGT 415 Personal Finance and advises the MGT 445 Public Management Consulting capstone, a study of the money decisions newly commissioned officers make in their first ninety days.  He joined the Management Department in 2026.

He has taught finance at the University of Connecticut since 2019, where he received the Excellence in Teaching Award in 2021, and he teaches the Certified Financial Planner curriculum for the College for Financial Planning at Kaplan.  He has also taught at Berkeley College and Canterbury School.

Before teaching he spent over forty years in markets.  He traded proprietary capital at Goldman Sachs, ran equity sales trading at Nordea Bank, managed portfolios at Bank of America Wealth Management, and served as Chief State Bank Examiner for Rhode Island.  He runs EF Smith Management LLC and has served as a FINRA arbitrator since 2012.

He holds an MBA from Harvard Business School and a BA in Economics from Brown University, and he is a CFA charterholder.  His textbook on trust in financial markets is under review.

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