Gregory Smith
Directeur/Membre du Conseil chez ENVESTNET, INC.
Fortune : 2 M $ au 30/06/2024
Profil
Gregory A.
Smith is currently the Vice Chairman at Church Mutual Insurance Co., the Director at Milwaukee Symphony Orchestra, Inc., the Director at Milease LLC, the Independent Director at Envestnet, Inc., the Director at CM Vantage Specialty Insurance Co., the Independent Director at Wintrust Financial Corp., and the President at TCH MI Holding Co., Inc. Previously, Mr. Smith held positions as the Director at Marshall & Ilsley Trust Co., NA, the Director at FIS Payments LLC, the Director at M&I Financial Advisors, Inc., the Managing Director-Investment Banking at Credit Suisse First Boston Corp.
from 2004 to 2006, the Director at M&I Insurance Services, Inc., the Managing Director-Investment Banking at UBS Investment Bank (US) from 2000 to 2004, the Managing Director at Wall Street Investment Corp., the Director at University School of Milwaukee from 2012 to 2023, the Chief Financial Officer & Senior Vice President at Marshall & Ilsley Corp.
from 2006 to 2011, the Chief Financial Officer at Southwest Bank of St Louis (Missouri), the Chief Financial Officer at Marshall & Ilsley Bank from 2006 to 2011, the Chief Financial Officer at M&I Bank, FSB from 2006 to 2011, the Chief Financial Officer at M&I Bank of Mayville, and the President at M&I LLC.
Additionally, Mr. Smith served as the Managing Partner at Barnett Management Advisors LLC from 2012 to 2020.
Mr. Smith obtained an undergraduate degree from Princeton University and an MBA from The University of Chicago Booth School of Business.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
ENVESTNET, INC.
0,06% | 19/03/2024 | 31 166 ( 0,06% ) | 2 M $ | 30/06/2024 |
| 30/06/2024 | 744 ( 0,00% ) | 73 329 $ | 30/06/2024 |
Postes actifs de Gregory Smith
| Sociétés | Poste | Début |
|---|---|---|
| ENVESTNET, INC. | Directeur/Membre du Conseil | 04/02/2015 |
| WINTRUST FINANCIAL CORPORATION | Directeur/Membre du Conseil | 23/05/2024 |
| Cm Vantage Specialty Insurance Co. | Directeur/Membre du Conseil | - |
Milwaukee Symphony Orchestra, Inc.
 Milwaukee Symphony Orchestra, Inc. Movies/EntertainmentConsumer Services Milwaukee Symphony Orchestra, Inc. conducts orchestras. The non-profit company is based in Milwaukee, WI. | Directeur/Membre du Conseil | - |
Church Mutual Insurance Co.
 Church Mutual Insurance Co. Multi-Line InsuranceFinance Church Mutual Insurance Co. provides insurance services. It provides risk management resources including seminars, booklets, posters, and safety videos. The company was founded in March 4, 1897 and is headquartered in Merrill, WI. | Directeur/Membre du Conseil | 20/08/2014 |
| TCH MI Holding Co., Inc. | President | 18/03/2010 |
| Milease LLC | Directeur/Membre du Conseil | - |
Anciens postes connus de Gregory Smith
| Sociétés | Poste | Fin |
|---|---|---|
University School of Milwaukee
 University School of Milwaukee Other Consumer ServicesConsumer Services University School of Milwaukee operates as a pre, primary, and secondary school. The private company is based in Milwaukee, WI. | Directeur/Membre du Conseil | 01/01/2023 |
Barnett Management Advisors LLC
 Barnett Management Advisors LLC Investment ManagersFinance Barnett Management Advisors LLC operated as a bank management advisory firm. The company was headquartered in Fox Point, WI. | Corporate Officer/Principal | 01/01/2020 |
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Formation de Gregory Smith
| Princeton University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| WINTRUST FINANCIAL CORPORATION | Finance |
| ENVESTNET, INC. | Technology Services |
| Entreprise privées | 20 |
|---|---|
Marshall & Ilsley Corp.
 Marshall & Ilsley Corp. Regional BanksFinance Marshall & Ilsley Corp. had provided comprehensive financial products and services and unparalleled customer services to personal, business, corporate and institutional customers. The company was founded in 1847 and was headquartered in Milwaukee, WI. | Finance |
Marshall & Ilsley Trust Co., NA
 Marshall & Ilsley Trust Co., NA Regional BanksFinance Marshall & Ilsley Trust Co., NA provides financial trust services. The company is based in Milwaukee, WI. | Finance |
FIS Payments LLC
 FIS Payments LLC Miscellaneous Commercial ServicesCommercial Services Metavante Corp. provides account processing services. The firm offers outsourced account processing, electronic bill payment, online banking and mortgage services, customer relationship management and consulting services. It also provides solutions that drive customer relationship management, electronic banking, electronic funds transfer and card solutions, electronic presentment and payment, financial account processing, investment technology and retirement plan services. The company is headquartered in Milwaukee, WI. | Commercial Services |
| Southwest Bank of St Louis (Missouri) | Finance |
Marshall & Ilsley Bank
 Marshall & Ilsley Bank Regional BanksFinance M&I Marshall & Ilsley Bank provides trust and investment management, equipment leasing, mortgage banking, asset-based lending, financial planning, investments, and insurance services from offices throughout the country and on the Internet. Its customer-based approach, internal growth, and strategic acquisitions had made M&I a nationally recognized leader in the financial services industry. The company was headquartered in Milwaukee, WI. | Finance |
| M&I Financial Advisors, Inc. | Finance |
| Credit Suisse First Boston Corp. | Finance |
Church Mutual Insurance Co.
Church Mutual Insurance Co. Multi-Line InsuranceFinance Church Mutual Insurance Co. provides insurance services. It provides risk management resources including seminars, booklets, posters, and safety videos. The company was founded in March 4, 1897 and is headquartered in Merrill, WI. | Finance |
Milwaukee Symphony Orchestra, Inc.
Milwaukee Symphony Orchestra, Inc. Movies/EntertainmentConsumer Services Milwaukee Symphony Orchestra, Inc. conducts orchestras. The non-profit company is based in Milwaukee, WI. | Consumer Services |
| M&I Bank, FSB | Finance |
M&I Bank of Mayville
 M&I Bank of Mayville Regional BanksFinance M&I Bank of Mayville is a company based in Mayville, WI. | Finance |
| Milease LLC | |
M&I LLC
 M&I LLC Major BanksFinance M&I LLC is a company based in Milwaukee, WI. | Finance |
| M&I Insurance Services, Inc. | Finance |
University School of Milwaukee
University School of Milwaukee Other Consumer ServicesConsumer Services University School of Milwaukee operates as a pre, primary, and secondary school. The private company is based in Milwaukee, WI. | Consumer Services |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
Wall Street Investment Corp.
 Wall Street Investment Corp. Financial ConglomeratesFinance Wall Street Investment Corp. provides investment banking and advisory services. Its services include investment, finance, banking, insurance, and real estate services. The company is headquartered in New York, NY. | Finance |
| TCH MI Holding Co., Inc. | |
| Cm Vantage Specialty Insurance Co. | Finance |
Barnett Management Advisors LLC
Barnett Management Advisors LLC Investment ManagersFinance Barnett Management Advisors LLC operated as a bank management advisory firm. The company was headquartered in Fox Point, WI. | Finance |
