South Carolina Office

Greenville, SC

Mike Mooney

Partner and Senior Investment Advisor
(404) 229-7360

Bio

Mike is one of the owners and serves on the Board of Directors for Southport Capital. He has over two decades of experience managing investment portfolios. He began his portfolio management career with Oppenheimer Capital, specializing in working with retired Delta and American Airline pilots. Mike’s investment philosophy for retired clients is “Principal Preservation” with a strong emphasis on value investing. His primary goal is to create an investment strategy that enables his clients to always sleep soundly at night.

Mike’s professional career began in the United States Marine Corp where he served a tour in Desert Storm as a member of the F18 Fighter Squadron. While in the USMC, Mike earned his Bachelors of Science degree in Aeronautical Engineering with a minor in Business Administration. After completing his degree, Mike began his professional career with Mead Corporation where he was sponsored to attend Harvard University’s corporate management program. This is where Mike has learned many of the fundamental values he employs in his portfolio management style today.

Stewart Smith

Investment Advisor
(864) 203-1022

Bio

Stewart S. Smith, LUTCF, RICP started his financial services career in 2002. He is a Carolina native, and after attending Midlands Technical College for Computer Technology, he served honorably in the United States Navy. He has served in key positions with Northwestern Mutual and New York Life before joining Southport Capital as an Investment Advisor Representative in 2019. He has attained the Retirement Income Certified Professional designation from the American College of Financial Services as well as the Life Underwriting Training Council Fellow designation. After years of dedication to his craft, he has a real passion for Retirement Planning and helping people live fuller, richer retirements.