Our Story
We started Glassy Mountain Advisors to provide financial planning and investment management services that help our clients achieve their financial goals. We are committed to developing close relationships, providing personalized planning and services, and using the latest technology to create a client experience that exceeds expectations.
Glassy Mountain’s name is a tribute to family, fond memories, and continuing adventures.
Let us help you and your family create your own special
memories and live a life of financial confidence.
Meet Your Team
R. Jordan Smyth, Jr., CFA
President, Senior Wealth Advisor
Jordan founded Glassy Mountain Advisors and provides strategic leadership, develops and manages client relationships, and serves as chair of the investment committee.
He previously spent 18 years with Edgemoor Investment Advisors, where he developed and managed client relationships and served as co-manager of an equity mutual fund. Before joining Edgemoor in 2003, he worked for nine years in investment banking, most recently as a Director in the mergers and acquisitions advisory group at Wachovia Securities.
Jordan has served as a member of the board and board chair of the Alzheimer’s Association National Capital Area Chapter, a member of the board and finance committee chair of the North Carolina Outward Bound School, a member of the Phillips Academy Alumni Council and Andover Development Board, a member of the board and treasurer of the Bethesda-Chevy Chase High School Educational Foundation, and on the Washington, DC Advisory Board of the North Carolina Outward Bound School. He is also a member of the Leadership Greater Washington class of 2019.
Jordan holds an MBA from Harvard’s Graduate School of Business Administration and was a Morehead Scholar at the University of North Carolina, where he received a BA in English with Highest Honors and was elected to Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation.
Jordan enjoys playing racquet sports, working out, mountain biking, hiking, watching Tar Heels basketball, boating, fly fishing, and going to concerts, particularly when those activities include his wife and three sons.
Jamie L. Bigsby, CFP ®
Senior Wealth Advisor
Jamie is a Senior Wealth Advisor at Glassy Mountain Advisors. She develops and manages client relationships, leads our relationship management and financial planning team, and provides strategic leadership.
Having guided clients for over 27 years, Jamie is well-versed in the many aspects of personal financial planning and investment management. Most recently, she served in senior relationship management roles at PNC Private Bank and Vanguard, where she was responsible for managing the more complex aspects of higher net worth clients including estate planning and business succession. She works closely with trust and estate attorneys, CPAs, and members of the Glassy Mountain Advisors portfolio management team to ensure her clients can rest easy knowing that all aspects of their financial wellbeing are up-to-date and coordinated.
Jamie is a member of the board of the Levine Museum of the New South and a sustainer with the Junior League of Charlotte. She is an avid mahjong player, teaching and playing as much as her schedule allows. When she’s not at the table, you can find her at a soccer game cheering for her son, Haywood.
Jamie received her Bachelor of Arts in Communications – Public Relations from North Carolina State University in Raleigh. She holds the CERTIFIED FINANCIAL PLANNER® certification.
Will McCaffrey , CFP ®
Wealth Advisor
Will is a Wealth Advisor at Glassy Mountain Advisors. He helps clients clarify their goals and supports their long-term plans through comprehensive financial planning and portfolio reviews in collaboration with the portfolio management team. He maintains consistent communication with clients to strengthen relationships and ensure clarity around their finances.
Before joining Glassy Mountain Advisors, Will worked with another investment advisory firm as a client service associate, where he assisted with money transfers, new account openings and maintenance, and compliance documentation.
Will received a Bachelor of Science in Business from Virginia Tech, majoring in finance and graduating magna cum laude. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Will became an Eagle Scout in high school. In his free time, he enjoys an active lifestyle including running, fishing, hunting, traveling, and attending live music with friends.
Margaret Horsley, CFP ®
Wealth Advisor
Margaret is a Wealth Advisor at Glassy Mountain Advisors. She helps clients clarify their goals and supports their long-term plans through comprehensive financial planning and portfolio reviews in collaboration with the portfolio management team. She maintains consistent communication with clients to strengthen relationships and ensure clarity around their finances.
Before joining Glassy Mountain Advisors, Margaret worked with Northwestern Mutual as a financial planning associate and Vanguard as a client relationship associate. In those roles, she worked alongside financial advisors and clients, building financial plans and assisting with money movement, new account openings, and account maintenance.
Margaret received a Bachelor of Arts in English from Wake Forest University, graduating magna cum laude. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Margaret loves going to concerts, traveling, and attending Wake Forest sporting events.
Brian Codato, CFA
Senior Portfolio Manager
Brian is a Senior Portfolio Manager at Glassy Mountain Advisors. He oversees the management of client portfolios and supports the firm’s investment process as a member of the investment committee.
Before joining Glassy Mountain Advisors, Brian worked with Cherry Bekaert’s Valuation Services group, where he provided valuation and financial advisory services to public and private enterprises, corporate clients, and private equity institutions. He also has experience in the areas of complex financial instruments, fixed income, and equity securities.
Brian received a Bachelor of Science in Finance and Accounting from the University of Maryland, graduating cum laude. He also holds the Chartered Financial Analyst® designation.
Brian enjoys fishing on the Chesapeake Bay, playing soccer, and spending time with his wife and daughter.
Mike McIntyre, CFA
Portfolio Manager
Mike is a Portfolio Manager at Glassy Mountain Advisors, where he conducts investment research, serves on the investment committee, executes trades, and supports the daily management of client portfolios. Additionally, he helps oversee the firm’s portfolio management systems with a focus on trading optimization and process automation.
Before joining Glassy Mountain Advisors, Mike worked with ProShares Advisors as a Portfolio Analyst on the Domestic Equity trading desk. In that role, he was responsible for daily fund performance and the trading of equities, equity swaps, and futures for multiple leveraged exchange-traded funds. He also has experience in portfolio modeling, portfolio tax planning, process automation, and fund performance attribution. Earlier in his career, he worked as a Derivatives Analyst with T. Rowe Price and in fixed income derivatives processing with Morgan Stanley.
Mike received a Bachelor of Science in Finance from the University of Maryland and participated in the Entrepreneurship and Innovation Honors program. He also holds the Chartered Financial Analyst® designation.
Mike enjoys reading, daily walks, and spending time at the shore with his family.
Lizzy Russell, CFP ®
Director of Operations
Lizzy is the Director of Operations at Glassy Mountain Advisors. She supports the firm’s day-to-day functions by managing workflows, software systems, and vendor relationships, and helps ensure a smooth, consistent experience for both clients and the Glassy Mountain Advisors team. She also assists with compliance, leads internal projects, and contributes to the firm’s long-term strategic planning initiatives.
Before joining Glassy Mountain Advisors, Lizzy worked with a fintech startup, where she developed firm-wide procedures, managed a team of associate planners, and led major operational initiatives.
Lizzy received a Bachelor of Business Administration from The University of Akron, graduating cum laude. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Lizzy lives in Charlotte, NC, where she enjoys dancing, hiking, and most outdoor activities. She also loves to travel and explore new places.
