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Our Team

A team dedicated to your success

 OWL Private Wealth AdvisorsTM was formed to serve our clients' needs above all else. Having spent nearly 20 years working at large Wall Street firms, we built our firm to make our clients the top priority, rather than the shareholders of the bank. At OWL Private Wealth AdvisorsTM , we utilize our combined 100+ years of experience to help clients simplify their otherwise difficult financial decisions.

Our Leaders

Jeffrey J. Smith

Jeffrey J. Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®

Founder | Managing Partner | Private Wealth Advisor

Christopher Hamilton

Christopher Hamilton

Partner I Private Wealth Advisor

Karl E. Schwartz

Karl E. Schwartz, CRPC®

Partner | Private Wealth Advisor | Director of Research

Barbara Sambuchi

Barbara Sambuchi

Senior Private Wealth Associate

Someone You Can Trust

Independent

We are not impacted or controlled by outside forces or firms in our investment decisions.

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Transparency

We have a clear and understandable fee schedule, disclosing our compensation.

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Fiduciary

A CFP® professional shall at all times place the interest of the client ahead of his or her own and adhere to the fiduciary standard of care when providing investment advice.

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AdvisorHub 2024 -1000 Advisors to watch - 100 Fast - Growing - #16 in the nation *Ranking methodology*

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Let's Get Started

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice. 

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