Gerard Michael
Fondateur chez Smartleaf, Inc.
Profil
Gerard Michael was the founder of Smartleaf, Inc. (founded in 1999) and Smartleaf Asset Management LLC (founded in 2014), where he held the title of President.
Mr. Michael is also the founder of Crimson & Brown Associates, Inc. He received an undergraduate degree from the University of Wisconsin.
Postes actifs de Gerard Michael
| Sociétés | Poste | Début |
|---|---|---|
Smartleaf, Inc.
 Smartleaf, Inc. Packaged SoftwareTechnology Services Smartleaf, Inc. develops software and data services to financial institutions. It helps wealth management firms, banks, registered investment advisors and broker/dealers. The company was founded by John de Souza, Jim Taylor, Mark Nitzberg and Gerard Michael in 1999 and is headquartered in Cambridge, MA. | Fondateur | 01/01/1999 |
Smartleaf Asset Management LLC
 Smartleaf Asset Management LLC Investment ManagersFinance Part of Smartleaf, Inc., Smartleaf Asset Management LLC is a SEC-registered investment advisor based in Boston, MA. Smartleaf Asset Management leverages Smartleaf's software to automate the management of unified managed accounts, providing automated tax-managed, index-based separately managed accounts to its clients. The company was founded in 2014 by Gerard Michael. | Fondateur | 01/06/2014 |
Anciens postes connus de Gerard Michael
| Sociétés | Poste | Fin |
|---|---|---|
| Crimson & Brown Associates, Inc. | Fondateur | - |
Formation de Gerard Michael
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
| Crimson & Brown Associates, Inc. | |
Smartleaf, Inc.
Smartleaf, Inc. Packaged SoftwareTechnology Services Smartleaf, Inc. develops software and data services to financial institutions. It helps wealth management firms, banks, registered investment advisors and broker/dealers. The company was founded by John de Souza, Jim Taylor, Mark Nitzberg and Gerard Michael in 1999 and is headquartered in Cambridge, MA. | Technology Services |
Smartleaf Asset Management LLC
Smartleaf Asset Management LLC Investment ManagersFinance Part of Smartleaf, Inc., Smartleaf Asset Management LLC is a SEC-registered investment advisor based in Boston, MA. Smartleaf Asset Management leverages Smartleaf's software to automate the management of unified managed accounts, providing automated tax-managed, index-based separately managed accounts to its clients. The company was founded in 2014 by Gerard Michael. | Finance |
