G. Nolan Smith
Profile
Mr. G.
N.
Smith, CFA, is a Managing Director at Service Equity Management LLC.
Previously, Mr. Smith was with SAMCO Capital Markets for three years as a Managing Director, specializing in corporate and municipal finance.
Additionally, his duties encompass structuring alternative investment vehicles.
Mr. Smith has been in the investment business since 1987.
He has extensive experience as a securities analyst, portfolio manager and derivative product specialist.
Mr. Smith earned an MS in Finance from the University of Wisconsin-Madison and was an officer in the U.S.
Navy.
He is also a Chartered Financial Analyst.
Former positions of G. Nolan Smith
| Companies | Position | End |
|---|---|---|
| United States Navy (District of Columbia) | Corporate Officer/Principal | - |
AEGON USA LLC
 AEGON USA LLC Insurance Brokers/ServicesFinance AEGON USA LLC provided insurance brokerage services. The company is headquartered in Cedar Rapids, IA. | Corporate Officer/Principal | - |
Commerce Street Capital LLC
 Commerce Street Capital LLC Investment Banks/BrokersFinance Founded in 2007 by William Gross, Commerce Street Capital LLC is a registered broker/dealer located in Dallas, Texas with an additional office in Duluth, Georgia. The firm is wholly-owned subsidiary of Commerce Street Holdings LLC. Commerce Street Capital specializes in municipal and high-yield corporate bonds. | Corporate Officer/Principal | - |
| BOK FINANCIAL CORPORATION | Corporate Officer/Principal | - |
SAMCO Capital Markets, Inc.
 SAMCO Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1987, SAMCO Capital Markets, Inc. is a broker/dealer headquartered in Austin, Texas with additional offices in Dallas, Houston, San Antonio, New York City and Edmund, Oklahoma. The firm specializes in serving financial institutions. Their expertise lies in public finance and trading, institutional sales, taxable fixed-income trading, high yield and public funds management. SAMCO provides advisory services to issuers of municipal debt in the Southwest and Southeast U.S. Their traders and underwriters make primary and secondary markets in municipal bonds on a national basis. The firm provides advisory services to issuers of municipal debt in the Southwestern and Southeastern U.S. SAMCO's institutional sales department provides coverage of both tier-one national accounts, regional banks and trust departments. They are a leading distributor in the Southwestern U.S. for bank-qualified new issuances. The firm is active in trading and positioning taxable fixed-income securities, including U.S. Treasuries, Agencies, mortgage backed securities, collateralized mortgage obligations, corporate securities and municipal bonds, including high yield. SAMCO's public funds management group specializes in investment, financial management and banking for public entities such as counties, cities and school districts. | Corporate Officer/Principal | - |
Training of G. Nolan Smith
| Eastern Illinois University | Undergraduate Degree |
| University of Wisconsin | Graduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 2 |
|---|---|
| CNO FINANCIAL GROUP, INC. | Finance |
| BOK FINANCIAL CORPORATION | Finance |
| Private companies | 7 |
|---|---|
AEGON USA LLC
AEGON USA LLC Insurance Brokers/ServicesFinance AEGON USA LLC provided insurance brokerage services. The company is headquartered in Cedar Rapids, IA. | Finance |
United Services Automobile Association
 United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Commercial Services |
SAMCO Capital Markets, Inc.
SAMCO Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 1987, SAMCO Capital Markets, Inc. is a broker/dealer headquartered in Austin, Texas with additional offices in Dallas, Houston, San Antonio, New York City and Edmund, Oklahoma. The firm specializes in serving financial institutions. Their expertise lies in public finance and trading, institutional sales, taxable fixed-income trading, high yield and public funds management. SAMCO provides advisory services to issuers of municipal debt in the Southwest and Southeast U.S. Their traders and underwriters make primary and secondary markets in municipal bonds on a national basis. The firm provides advisory services to issuers of municipal debt in the Southwestern and Southeastern U.S. SAMCO's institutional sales department provides coverage of both tier-one national accounts, regional banks and trust departments. They are a leading distributor in the Southwestern U.S. for bank-qualified new issuances. The firm is active in trading and positioning taxable fixed-income securities, including U.S. Treasuries, Agencies, mortgage backed securities, collateralized mortgage obligations, corporate securities and municipal bonds, including high yield. SAMCO's public funds management group specializes in investment, financial management and banking for public entities such as counties, cities and school districts. | Finance |
| United States Navy (District of Columbia) | Government |
Commerce Street Capital LLC
Commerce Street Capital LLC Investment Banks/BrokersFinance Founded in 2007 by William Gross, Commerce Street Capital LLC is a registered broker/dealer located in Dallas, Texas with an additional office in Duluth, Georgia. The firm is wholly-owned subsidiary of Commerce Street Holdings LLC. Commerce Street Capital specializes in municipal and high-yield corporate bonds. | Finance |
BOKF, NA
 BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Finance |
Service Equity Management LLC
 Service Equity Management LLC Investment ManagersFinance Service Equity Management LLC (Service Equity Management) is a private equity subsidiary of Commerce Street Capital LLC founded in 2004 by William Dudley Gross. The firm is headquartered in Dallas, Texas. | Finance |
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