Securities Trading and Assistant Portfolio Manager
Telephone: 800-858-6127 ext. 5939
E-mail: Click here to e-mail me
Stephen Smith joined the New Covenant Trust Company (NCTC) in January 2020. As the Securities Trading and Assistant Portfolio Manager, Stephen assists with all phases of portfolio management, including entering securities trades, monitoring security positions and asset allocations. He helps with the gathering of economic and capital markets information, asset allocation and strategy development. Stephen also implements as directed, strategic and tactical asset allocation changes.
Prior to joining NCTC, Stephen held positions in the Online Services and Gift Administration units of the Operations Department at the Presbyterian Foundation. His roles included opening and closing accounts, gift processing, and conducting client support. Stephen also created process improvements for the department.
Stephen's church involvement includes serving as the International Missions Director and Deacon at Sojourn Community Church in New Albany, Indiana. He is responsible for initiating, influencing, and implementing vision and strategy for international missions. He also serves as a contact and advocate for missionary families living abroad, while working to ensure their positive well-being.