Gerald Smith
Director/Board Member at EATON CORPORATION PLC
Net worth: 560 010 $ as of 2024-03-30
Profile
Gerald Bernard Smith is the founder and currently holds the position of Chairman at Smith, Graham & Co. Investment Advisors LP, which was founded in 1990.
He is also currently serving as Vice Chairman at Harris County Metropolitan Transit Authority (Texas), Chairman at Texas Southern University Foundation, Independent Director at ONEOK, Inc., Independent Director at Eaton Corp.
Plc, Director at Greater Houston Partnership Inc, and Trustee at James A.
Baker III Institute for Public Policy.
In the past, Mr. Smith held the position of Deputy Chairman at Cooper Industries Ltd.
from 2000 to 2009.
He also served as a Director at Eaton Corp., Independent Director at ONEOK, Inc. from 2009 to 2013, Independent Director at ONEOK Partners LP from 2006 to 2013, Director-Houston Branch at Federal Reserve Bank of Dallas, Director-Fund Management at Robeco Group Rorento NV, Director at New York Life Insurance Co. from 2012 to 2023, Director at Pennzoil Co., Senior Vice President & Director-Fixed Income at Underwood, Neuhaus & Co., Inc. in 1989, Independent Director at ONEOK Partners GP LLC from 2011 to 2013, Lead Independent Director at Cooper Industries Unlimited Co. from 2000 to 2012, and Trustee at Charles Schwab Family of Funds from 1990 to 2020.
He also held the position of Vice President at Dillon, Read & Co., Inc. and was a Founding Member at New York Futures Exchange.
Additionally, he served as First Senior Vice President at Westcap Corp.Mr. Smith obtained his undergraduate degree from Texas Southern University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
EATON CORP. PLC
0.00% | 2024-02-29 | 1,791 ( 0.00% ) | 560 010 $ | 2024-03-30 |
ONEOK, INC.
-.--% | 2023-05-23 | 0 ( -.--% ) | - $ | 2024-03-30 |
Gerald Smith active positions
| Companies | Position | Start |
|---|---|---|
| EATON CORPORATION PLC | Director/Board Member | 2012-11-29 |
| ONEOK, INC.. | Director/Board Member | 2020-12-14 |
Smith, Graham & Co. Investment Advisors LP
 Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Founder | 1989-12-31 |
James A. Baker III Institute for Public Policy
 James A. Baker III Institute for Public Policy Other Consumer ServicesConsumer Services James A. Baker III Institute for Public Policy operates as a nonpartisan public policy think tank. It offers programs such as biomedical research, domestic health policy analysis, and international economics. The company was founded in 1993 and is headquartered in Houston, TX. | Director/Board Member | - |
| Texas Southern University Foundation | Chairman | - |
Harris County Metropolitan Transit Authority (Texas)
 Harris County Metropolitan Transit Authority (Texas) Other TransportationTransportation Metropolitan Transit Authority of Harris County, Texas provides metro rail transit systems. It operates bus, light rail, future commuter rail, and METROLift (paratransit) services. The company was founded in 1978 and is headquartered in Houston, TX. | Director/Board Member | 2004-01-31 |
Greater Houston Partnership Inc
 Greater Houston Partnership Inc Investment Trusts/Mutual FundsMiscellaneous Greater Houston Partnership operates as a place for community-minded business leaders who want to be involved in Houston''s positive growth and influence the direction. The company was founded in 1840 and is headquartered in Houston, TX. | Director/Board Member | - |
Former positions of Gerald Smith
| Companies | Position | End |
|---|---|---|
New York Life Insurance Co.
 New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Director/Board Member | 2022-12-31 |
| Charles Schwab Family of Funds | Director/Board Member | 2019-12-31 |
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Training of Gerald Smith
| Texas Southern University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| ONEOK, INC.. | Industrial Services |
| EATON CORPORATION PLC | Producer Manufacturing |
| Private companies | 19 |
|---|---|
Cooper Industries Ltd.
 Cooper Industries Ltd. Electrical ProductsProducer Manufacturing Cooper Industries Ltd. manufactures electrical products, tools, hardware and metal support products. Its electrical products include electrical and circuit protection devices, residential & industrial lighting and electrical power and distribution products. Its tool includes venerable brands such as Crescent wrenches and pliers, Apex impact sockets, Plumb hammers and Weller soldering and welding supplies. It was founded in 1833 in Houston, TX | Producer Manufacturing |
Eaton Corp.
 Eaton Corp. Auto Parts: OEMProducer Manufacturing Eaton Corp. engages in the provision of energy-efficient solutions. The company was founded by Viggo V. Torbensen and Joseph O. Eaton on August 28, 1916 and is headquartered in Cleveland, OH. | Producer Manufacturing |
| Charles Schwab Family of Funds | Miscellaneous |
ONEOK Partners LP
 ONEOK Partners LP Oil & Gas PipelinesIndustrial Services ONEOK Partners LP engages in gathering, processing, storage, and transportation of natural gas. The company was founded in 1993 and is headquartered in Tulsa, OK. | Industrial Services |
| Federal Reserve Bank of Dallas | Government |
Robeco Group Rorento NV
 Robeco Group Rorento NV Investment Trusts/Mutual FundsMiscellaneous The Group's principal activity is that of an investment institution, registered in the Netherlands Antilles, offering variable capital investment in fixed-income securities (mainly bonds) for clients seeking worldwide diversification. Other activities include transactions relatied to securities, treasury, derivatives, custody, securities lending and sale and purchase of own shares, fund-administration services and management activities. The company is part of the Robeco group and within the Robeco group it specialises in the investment of bonds. | Miscellaneous |
New York Life Insurance Co.
New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Finance |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith, Graham & Co. Investment Advisors LP (Smith Graham) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1990 by Gerald Smith and is a subsidiary of SGC Ventures, Inc. Smith Graham manages portfolios for a broadly diversified, institutional client base which includes public funds, corporations, endowments and foundations, sovereign wealth and Taft-Hartley funds. | Finance |
| Dillon, Read & Co., Inc. | Finance |
| Pennzoil Co. | Energy Minerals |
Harris County Metropolitan Transit Authority (Texas)
Harris County Metropolitan Transit Authority (Texas) Other TransportationTransportation Metropolitan Transit Authority of Harris County, Texas provides metro rail transit systems. It operates bus, light rail, future commuter rail, and METROLift (paratransit) services. The company was founded in 1978 and is headquartered in Houston, TX. | Transportation |
Underwood, Neuhaus & Co., Inc.
 Underwood, Neuhaus & Co., Inc. Investment Banks/BrokersFinance Underwood, Neuhaus & Co., Inc. provides securities brokerage services. The private company is based in Houston, TX. | Finance |
Greater Houston Partnership Inc
Greater Houston Partnership Inc Investment Trusts/Mutual FundsMiscellaneous Greater Houston Partnership operates as a place for community-minded business leaders who want to be involved in Houston''s positive growth and influence the direction. The company was founded in 1840 and is headquartered in Houston, TX. | Miscellaneous |
ONEOK Partners GP LLC
 ONEOK Partners GP LLC Gas DistributorsUtilities Part of ONEOK, Inc., ONEOK Partners GP LLC operates a natural gas distribution system. The private company is based in Tulsa, OK. | Utilities |
James A. Baker III Institute for Public Policy
James A. Baker III Institute for Public Policy Other Consumer ServicesConsumer Services James A. Baker III Institute for Public Policy operates as a nonpartisan public policy think tank. It offers programs such as biomedical research, domestic health policy analysis, and international economics. The company was founded in 1993 and is headquartered in Houston, TX. | Consumer Services |
| New York Futures Exchange | |
Cooper Industries Unlimited Co.
 Cooper Industries Unlimited Co. Electronic Production EquipmentElectronic Technology Cooper Industries Unlimited Co. manufactures electrical components and tools. The firm operates through follwing divisions, which include Cooper B-Line, Cooper Bussmann, Cooper Crouse-Hinds, Cooper Lighting, Cooper Safety, Cooper Power Systems and Cooper Wiring Devices. The company was founded by Charles Cooper and Elias Cooper in 1883 and is headquartered in Dublin, Ireland. | Electronic Technology |
Westcap Corp.
 Westcap Corp. Investment ManagersFinance Part of Mohawk Industries, Inc., Westcap Corp. is a full-service commercial mortgage banking institution headquartered in Irvine, CA, with offices in San Diego and Los Angeles. Westcap's loan servicing is fulfilled out of the Irvine, CA office, currently exceeding 220 loans and $2.20 billion in outstanding balances. The private company sources capital for proposed and existing commercial real estate developments primarily throughout the western states. With exclusive and semi-exclusive correspondent relationships with institutional investors, Westcap is uniquely positioned to deliver competitively priced capital earmarked for commercial real estate. The company has sourced over $15 billion for commercial real estate developments, including traditional debt and more intricately structured financing such as equity and joint venture investment. | Finance |
| Texas Southern University Foundation |
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