Craig Smith

Corporate Officer/Principal presso ALTI GLOBAL, INC.

62 anni

Finance

Consumer Services

Miscellaneous

Profilo

Mr. Craig L.
Smith is a Chairman-Global Wealth Management at AlTi Global, Inc., a President at Tiedemann Trust Co., a President & Director at Tiedemann Wealth Management Holdings LLC, a Chair of Global Wealth Management at Tiedemann Advisors LLC and a Principal at TTC Municipal Bond Fund LLC.
He is on the Board of Directors at Tiedemann Wealth Management Holdings LLC.
Mr. Smith was previously employed as a Vice President of J.P.
Morgan & Co., Inc., where he led the trust, estate and transfer tax planning services for New England private clients.
Early in his career, he practiced trust and estate law with the law firm, Patterson, Belknap, Webb & Tyler in New York.
He holds a Bachelor of Arts degree from New York University and Juris Doctor degree from Harvard Law School.

Posizioni attive di Craig Smith

Società	Posizione	Inizio
ALTI GLOBAL, INC.	Corporate Officer/Principal	03/01/2022
Tiedemann Trust Co. Tiedemann Trust Co. Investment ManagersFinance Provides investment advice	Presidente	01/02/2000
TTC Municipal Bond Fund LLC TTC Municipal Bond Fund LLC Investment Trusts/Mutual FundsMiscellaneous Invests in municipal bonds	Corporate Officer/Principal	23/04/2009
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Fondatore	01/01/1999
Tiedemann Wealth Management Holdings LLC Tiedemann Wealth Management Holdings LLC Investment ManagersFinance Provides investment advice and management services	Presidente	01/01/2004

Tutte le posizioni attive di Craig Smith

Precedenti posizioni note di Craig Smith

Società	Posizione	Fine
TTC Value Fund LLC TTC Value Fund LLC Investment Banks/BrokersFinance Invests in securities	Corporate Officer/Principal	30/07/2012
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Corporate Officer/Principal	01/01/2000
Patterson Belknap Webb & Tyler LLP Patterson Belknap Webb & Tyler LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Corporate Officer/Principal	-

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Formazione di Craig Smith

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Aziende private

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Società collegate

Aziende private	10
TTC Municipal Bond Fund LLC TTC Municipal Bond Fund LLC Investment Trusts/Mutual FundsMiscellaneous Invests in municipal bonds	Miscellaneous
TTC Value Fund LLC TTC Value Fund LLC Investment Banks/BrokersFinance Invests in securities	Finance
Tiedemann Advisors LLC Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors utilizes a core exposure of third-party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the firm believes offer an attractive risk-adjusted return. The firm generally utilizes a “manager-of-managers” approach when advising managed account clients by allocating clients’ assets to non-affiliated investment advisers, portfolio managers and investment funds. They use fundamental, technical and cyclical analysis in conducting macro-economic research.	Finance
Tiedemann Wealth Management Holdings LLC Tiedemann Wealth Management Holdings LLC Investment ManagersFinance Provides investment advice and management services	Finance
Patterson Belknap Webb & Tyler LLP Patterson Belknap Webb & Tyler LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Commercial Services
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
Tiedemann Trust Co. Tiedemann Trust Co. Investment ManagersFinance Provides investment advice	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Harvard Law School Harvard Law School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AlTi Global, Inc. AlTi Global, Inc. Investment ManagersFinance Operates as an investment company that provides global wealth and asset management services	Finance