Gregory Smith
Direttore/Membro del Consiglio presso ENVESTNET, INC.
Patrimonio netto: 2 M $ in data 30/04/2024
Profilo
Mr. Gregory A.
Smith is an Independent Director at Wintrust Financial Corp., an Independent Director at Envestnet, Inc. and a President at TCH MI Holding Co., Inc. He is on the Board of Directors at Wintrust Financial Corp., Envestnet, Inc., Church Mutual Insurance Co., CM Vantage Specialty Insurance Co., Milease LLC and Milwaukee Symphony Orchestra, Inc. Mr. Smith was previously employed as a Managing Partner by Barnett Management Advisors LLC, a Chief Financial Officer by Marshall & Ilsley Bank, a Chief Financial Officer & Senior Vice President by Marshall & Ilsley Corp., a Chief Financial Officer by M&I Bank, FSB, a Managing Director-Investment Banking by Credit Suisse First Boston Corp., a Managing Director-Investment Banking by UBS Investment Bank (US), a Chief Financial Officer by M&I Bank of Mayville, a President by M&I LLC, a Chief Financial Officer by Southwest Bank of St Louis (Missouri), and a Managing Director by Wall Street Investment Corp.
He also served on the board at University School of Milwaukee, METAVANTE CORP, M&I Financial Advisors, Inc., M&I Insurance Services, Inc. and Marshall & Ilsley Trust Co., NA.
He received his undergraduate degree from Princeton University and an MBA from The University of Chicago Booth School of Business.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
ENVESTNET, INC.
0.06% | 19/03/2024 | 31 166 ( 0.06% ) | 2 M $ | 30/04/2024 |
Posizioni attive di Gregory Smith
| Società | Posizione | Inizio |
|---|---|---|
| ENVESTNET, INC. | Direttore/Membro del Consiglio | 04/02/2015 |
| WINTRUST FINANCIAL CORPORATION | Direttore/Membro del Consiglio | 23/05/2024 |
| Cm Vantage Specialty Insurance Co. | Direttore/Membro del Consiglio | - |
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. | Direttore/Membro del Consiglio | - |
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. | Direttore/Membro del Consiglio | 20/08/2014 |
| TCH MI Holding Co., Inc. | Presidente | 18/03/2010 |
| Milease LLC | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Gregory Smith
| Società | Posizione | Fine |
|---|---|---|
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. | Direttore/Membro del Consiglio | 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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Formazione di Gregory Smith
| Princeton University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 2 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| WINTRUST FINANCIAL CORPORATION | Finance |
| Aziende private | 20 |
|---|---|
Marshall & Ilsley Corp.
 Marshall & Ilsley Corp. Major 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 |
| Milease LLC | |
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 |
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 |
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 |
| Southwest Bank of St Louis (Missouri) | Finance |
| 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 |
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 |
| M&I Financial Advisors, Inc. | Finance |
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 |
| Credit Suisse First Boston Corp. | Finance |
| TCH MI Holding Co., Inc. | |
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 |
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 |
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 |
| 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 |
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 |
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