Gregory Smith
Director/Board Member at ENVESTNET, INC.
Net worth: 2 M $ as of 2024-03-30
Profile
Gregory A.
Smith's current job(s) include Vice Chairman at Church Mutual Insurance Co., Director at Milwaukee Symphony Orchestra, Inc., Director at Milease LLC, Director at University School of Milwaukee, Independent Director at Envestnet, Inc., Director at Cm Vantage Specialty Insurance Co., and President at TCH MI Holding Co., Inc. Mr. Smith's former job(s) include Director at Marshall & Ilsley Trust Co., NA, Director at FIS Payments LLC, Director at M&I Financial Advisors, Inc., Managing Director-Investment Banking at Credit Suisse First Boston Corp.
from 2004 to 2006, Director at M&I Insurance Services, Inc., Managing Director-Investment Banking at UBS Investment Bank (US) from 2000 to 2004, Managing Director at Wall Street Investment Corp., Chief Financial Officer & Senior Vice President at Marshall & Ilsley Corp.
from 2006 to 2011, Chief Financial Officer at Southwest Bank of St Louis (Missouri), Chief Financial Officer at Marshall & Ilsley Bank from 2006 to 2011, Chief Financial Officer at M&I Bank, FSB from 2006 to 2011, Chief Financial Officer at M&I Bank of Mayville, and President at M&I LLC.
Mr. Smith was also the Managing Partner at Barnett Management Advisors LLC from 2012 to 2020.
Mr. Smith's education history includes an undergraduate degree from Princeton University and an MBA from The University of Chicago Booth School of Business.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
ENVESTNET, INC.
0.06% | 2024-03-18 | 31,166 ( 0.06% ) | 2 M $ | 2024-03-30 |
Gregory Smith active positions
| Companies | Position | Start |
|---|---|---|
| ENVESTNET, INC. | Director/Board Member | 2015-02-03 |
| Cm Vantage Specialty Insurance Co. | Director/Board Member | - |
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. | Director/Board Member | - |
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. | Director/Board Member | 2012-05-31 |
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. | Director/Board Member | 2014-08-19 |
| TCH MI Holding Co., Inc. | President | 2010-03-17 |
| Milease LLC | Director/Board Member | - |
Former positions of Gregory Smith
| Companies | Position | End |
|---|---|---|
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 | 2019-12-31 |
| M&I Financial Advisors, Inc. | Director/Board Member | 2012-07-23 |
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Training of Gregory Smith
| Princeton University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Private companies | 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 |
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. | |
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 |
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