Gregory Smith
Director/Board Member at ENVESTNET, INC.
Net worth: 2 M $ as of 30/04/2024
Network origin in Gregory Smith first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
95
| Operating Division | Investment Banks/Brokers | 95 |
| Public Company | Packaged Software | 52 | |
| Public Company | Regional Banks | 30 | |
Credit Suisse First Boston Corp.
27
| Extinct | Real Estate Investment Trusts | 27 |
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.
16
| Extinct | Major Banks | 16 |
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.
16
| Subsidiary | Multi-Line Insurance | 16 |
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.
5
| Non-Profit Organization | Movies/Entertainment | 5 |
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.
4
| Extinct | Regional Banks | 4 |
Milease LLC
3
| Private Company | 3 | |
TCH MI Holding Co., Inc.
1
| Subsidiary | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gregory Smith via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| ASSOCIATED BANC-CORP | Major Banks | General Counsel Director/Board Member Director of Finance/CFO Chairman | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Allstate Life Insurance Co.
 Allstate Life Insurance Co. Multi-Line InsuranceFinance Allstate Life Insurance Co. engages in provides life insurance voluntary accident and health insurance services. It offers term, whole, interest-sensitive, and variable life insurance. The company was founded in 1957 and is headquartered in Northbrook, IL. | Multi-Line Insurance | Director/Board Member Director/Board Member | |
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. | Miscellaneous Commercial Services | Chairman Director/Board Member Director/Board Member | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Associated Bank, NA (Green Bay, Wisconsin)
 Associated Bank, NA (Green Bay, Wisconsin) Major BanksFinance Associated Bank NA engages in the provision of banking and non-banking financial services to individuals and businesses. It offers personal, business, commercial, and wealth services. The company was founded in 1874 and is headquartered in Green Bay, WI. | Major Banks | Corporate Secretary Director/Board Member Director/Board Member | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Stanford University | College/University | Graduate Degree Masters Business Admin | |
Tricom, Inc. of Milwaukee
 Tricom, Inc. of Milwaukee Miscellaneous Commercial ServicesCommercial Services Tricom, Inc. provides administrative and funding services. Its services include billing, payroll, cash management, accounting, technology, and web services. The company was founded in 1989 and is headquartered in Menomonee Falls, WI. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| YODLEE INC | Data Processing Services | Director/Board Member Chief Executive Officer | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Suffolk University | College/University | Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree Chairman | |
| Marquette University | College/University | Doctorate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Wintrust Information Technology Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | ||
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
FDx Advisors, Inc.
 FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Executive Officer Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Director/Board Member Chief Executive Officer Founder Founder | |
Wintrust Bank, NA
 Wintrust Bank, NA Major BanksFinance Part of Wintrust Financial Corp., Wintrust Bank, NA is a nationally chartered commercial bank. The company is based in Chicago, IL. | Major Banks | Director/Board Member Director/Board Member Director/Board Member Chairman | |
First Insurance Funding Corporation of California
 First Insurance Funding Corporation of California Finance/Rental/LeasingFinance FIRST Insurance Funding Corp. provides financial services. The firm provides loans to business to finance the cost of their commercial insurance coverage. It is a premium finance company through which clients finance their insurance premiums to preserve cash flow, consolidated insurance payments, and potentially realize a tax deduction on the loan interest. The company was founded in 1991 and is headquartered in Northbrook, IL. | Finance/Rental/Leasing | Chairman Director/Board Member Director/Board Member | |
Hinsdale Bank & Trust Co.
 Hinsdale Bank & Trust Co. Regional BanksFinance Hinsdale Bank & Trust Co. operates as a state chartered commercial bank. It offers deposit, loan, checking, savings, certificates of deposit, credit cards, money smart, platinum adventures club, online, reorder personal checks, safe deposit boxes, telebank, and international business services. The company is headquartered in Hinsdale, IL. | Regional Banks | Director/Board Member Director/Board Member Director/Board Member | |
The Field Museum of Natural History
 The Field Museum of Natural History Other Consumer ServicesConsumer Services The Field Museum of Natural History houses biological and anthropological collections of specimens. It supports both informal and more structured public learning through exhibits and educational programs. Its curatorial and scientific staff conducts research on the fields of Anthropology, Biology, Geology, and Zoology. The Field Museum was founded in 1893 and is located in Chicago, Illinois. | Other Consumer Services | Director/Board Member Director/Board Member Director/Board Member | |
| Georgetown University | College/University | Chairman Undergraduate Degree Undergraduate Degree | |
Wisconsin Manufacturers & Commerce
 Wisconsin Manufacturers & Commerce Miscellaneous Commercial ServicesCommercial Services Wisconsin Manufacturers & Commerce operates as the state's chamber of commerce. The company was founded in 1911 and is headquartered in Madison, WI. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member | |
QRG Capital Management, Inc.
 QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer Chief Executive Officer Chief Investment Officer | |
Old Plank Trail Community Bank NA
 Old Plank Trail Community Bank NA Major BanksFinance Old Plank Trail Community Bank, N.A. provides commercial banking services. It offers business, commercial, institutional, mortgage, and wealth services. The company is headquartered in Mokena, IL. | Major Banks | Director/Board Member Director/Board Member Director/Board Member | |
St. Charles Bank & Trust Co. NA
 St. Charles Bank & Trust Co. NA Major BanksFinance St. Charles Bank & Trust Co. operates as a state chartered commercial bank. The firm offers deposit, loan, checking, savings, maxsafe accounts, money smart, certificates of deposit, credit cards, platinum adventures club and online services. The company is headquartered in St. Charles, IL. | Major Banks | Director/Board Member Director/Board Member Director/Board Member | |
| Northwestern Memorial Foundation | Investment Trusts/Mutual Funds | Director/Board Member Chairman Director/Board Member | |
United Way of Greater Milwaukee & Waukesha County, Inc.
 United Way of Greater Milwaukee & Waukesha County, Inc. Hospital/Nursing ManagementHealth Services United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI. | Hospital/Nursing Management | Director/Board Member Treasurer Director/Board Member | |
| New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Chicago Deferred Exchange Co. LLC
 Chicago Deferred Exchange Co. LLC Investment Banks/BrokersFinance Chicago Deferred Exchange Co. LLC provides intermediary and trust services. The firm provides qualified intermediary and exchange accommodation titleholder services to investors. The company was founded in 1989 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Lake Forest Bank & Trust Co., NA
 Lake Forest Bank & Trust Co., NA Major BanksFinance Lake Forest Bank & Trust Co. provides banking services. It offers checking accounts, savings accounts, home equity and other loans. The company is headquartered in Lake Forest, IL. | Major Banks | President Chairman | |
Crystal Lake Bank & Trust Co. NA
 Crystal Lake Bank & Trust Co. NA Major BanksFinance Crystal Lake Bank & Trust Co. NA provides commercial banking services. The firm's services include deposits, loans, saving, certificates of deposit, credit cards, and online services. The company is headquartered in Crystal Lake, IL. | Major Banks | Director/Board Member Director/Board Member | |
Ann & Robert H. Lurie Children's Hospital of Chicago
 Ann & Robert H. Lurie Children's Hospital of Chicago Hospital/Nursing ManagementHealth Services Ann & Robert H. Lurie Children's Hospital of Chicago provides healthcare services to children. It offers pediatric services like acute and specialty care. It also operates a pediatric home health care agency and Children's Memorial Institute for education and research. The company was founded in 1882 by Julia Foster Porter and is headquartered in Chicago, IL. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Northwestern Memorial HealthCare
 Northwestern Memorial HealthCare Medical/Nursing ServicesHealth Services Northwestern Memorial HealthCare engages in the provision of healthcare services. It offers cancer care, digestive health, organ transplantation program, pediatrics, pulmonary and respiratory care, urology, women's health, anesthesiology, emergency medicine, employee and occupational health, imaging, infusion, and laboratory services. The company was founded on November 30, 1981 and is headquartered in Chicago, IL. | Medical/Nursing Services | Director/Board Member Director/Board Member |
Statistics
International
| United States | 48 |
Sectoral
| Finance | 22 |
| Consumer Services | 16 |
| Commercial Services | 6 |
| Health Services | 4 |
| Technology Services | 2 |
Operational
| Director/Board Member | 600 |
| Corporate Officer/Principal | 214 |
| Independent Dir/Board Member | 191 |
| Chairman | 71 |
| President | 67 |
Most connected contacts
| Insiders | |
|---|---|
| Cynthia Egan | 105 |
| Valerie Mosley | 68 |
| Mark Furlong | 44 |
| Lawrence Leibowitz | 33 |
| Randall Erickson | 26 |
| Alex Washington | 26 |
| Dennis J. Kuester | 25 |
| Anil Arora | 23 |
| Yves Sisteron | 23 |
| Allen Leverett | 22 |
| Luis Aguilar | 21 |
| Gayle Crowell | 21 |
| Steven David Smith | 20 |
| James Fox | 20 |
| Tom Zidar | 20 |
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