![Steven W. Smith](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Steven W. Smith
Corporate Officer/Principal at Millsaps College
Network origin in Steven W. Smith first degree
Entity | Entity type | Industry | |
---|---|---|---|
Citigroup Private Bank
![]() Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.
22
| Subsidiary | Investment Managers | 22 |
Millsaps College
7
| College/University | Other Consumer Services | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven W. Smith via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
The Portola Group, Inc.
![]() The Portola Group, Inc. Investment ManagersFinance The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Chevy Chase Trust Co.
![]() Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Coatue Management LLC
![]() Coatue Management LLC Investment ManagersFinance Coatue Management LLC (Coatue) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Philippe Laffont in 1999 and is a subsidiary of Coatue Management Partners LP. Coatue provides investment advisory services on a discretionary basis to US and non-US private investment funds intended for sophisticated investors and institutional investors. Their flagship funds include Coatue Qualified Partners LP (CQP), Coatue Offshore Fund Ltd. (COF), and Coatue Offshore Master Fund LP (COMF). CQP and COF invest all of their investable assets in COMF. Coatue is a signatory of the UN Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity | |
MARTIN MIDSTREAM PARTNERS L.P. | Oil & Gas Pipelines | Director/Board Member | |
Laird Norton Wetherby Wealth Management LLC
![]() Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Investment Managers | Portfolio Manager-Equities | |
Modern Bank, NA (New York)
![]() Modern Bank, NA (New York) Regional BanksFinance Modern Bank NA operates as a commercial wholesale bank that provides financing and banking solutions. It offers commercial and industrial lending, commercial real estate, and private client services. The company was founded by Bippy M. Siegal in 2006 and is headquartered in New York, NY. | Regional Banks | Chief Executive Officer Chief Operating Officer | |
IndexIQ Advisors LLC
![]() IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Investment Managers | Corporate Officer/Principal | |
JPMorgan Private Wealth Advisors LLC
![]() JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Investment Managers | Portfolio Manager-Fixed Income | |
Capital Integration Systems LLC
![]() Capital Integration Systems LLC Investment ManagersFinance Capital Integration Systems LLC (Capital Integration Systems) is a private equity firm founded in 2009 by Rafay H. Farooqui, Jeremy Clifford Norton and Matthew C. Brown. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
Matthews International Capital Management LLC
![]() Matthews International Capital Management LLC Investment ManagersFinance Matthews International Capital Management LLC (dba Matthews Asia) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in San Francisco, California. The firm was founded by Paul Matthews in 1991. Matthews Asia manages portfolios for institutional clients, pension and profit-sharing plans, insurance companies, endowments and foundations and other business entities around the world. | Investment Managers | Portfolio Manager-Equities | |
Stanford University | College/University | Graduate Degree Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
George Washington University | College/University | Masters Business Admin | |
THE BANCORP, INC. | Regional Banks | Chief Executive Officer Chief Operating Officer | |
The Bancorp Bank
![]() The Bancorp Bank Regional BanksFinance The Bancorp Bank engages in the provision of commercial and retail banking services and related other banking services including private label banking, health savings accounts, stored value prepaid debit cards, and merchant card processing to both regional and national markets. The firm also offers fintech solutions, institutional banking, commercial lending, and real estate bridge lending. The company was founded by Betsy Z. Cohen on December 30, 1999 and is headquartered in Sioux Falls, SD. | Regional Banks | Chief Executive Officer Chief Operating Officer | |
Syracuse University | College/University | Masters Business Admin | |
Louisiana State University | College/University | Undergraduate Degree Graduate Degree | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of Georgia | College/University | Graduate Degree | |
University of Mississippi | College/University | Undergraduate Degree Undergraduate Degree | |
Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
FIG LLC (Private Equity)
![]() FIG LLC (Private Equity) Investment ManagersFinance FIG LLC (Private Equity) (FIG) is a private equity firm subsidiary of FIG LLC founded in 1998 by Wesley Edens, Randal Nardone, and Robert Kauffman. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Astatine Investment Partners LLC
![]() Astatine Investment Partners LLC Investment ManagersFinance Astatine Investment Partners LLC (Astatine Investment Partners) is an independent private equity firm founded in 2005. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Investor | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Luma Financial Technologies LLC
![]() Luma Financial Technologies LLC Internet Software/ServicesTechnology Services Luma Financial Technologies LLC is a fintech company. It offers multi-issuer platform for structured products and annuities. The company was founded by Timothy J. Bonacci and is headquartered in Cincinnati, OH. | Internet Software/Services | Director/Board Member | |
Martin Midstream GP LLC
![]() Martin Midstream GP LLC Wholesale DistributorsDistribution Services Martin Midstream GP LLC engages in the storage and distribution of petroleum products and by-products. It operates through its segments: Terminalling and Storage, Natural Gas Services, Marine Transportation, and Sulfur Services. The company is headquartered in Kilgore, TX. | Wholesale Distributors | Director/Board Member | |
Tiger Infrastructure Partners LP
![]() Tiger Infrastructure Partners LP Investment ManagersFinance Tiger Infrastructure Partners LP (Tiger Infrastructure Partners) is a private equity firm founded in 2010 by Emil W. Henry. The firm is headquartered in New York City. | Investment Managers | Private Equity Investor | |
University of Mississippi Foundation
![]() University of Mississippi Foundation Investment Trusts/Mutual FundsMiscellaneous University of California, Berkeley Foundation engages in the provision of philanthropic services. It offers social services and supports the advancement of higher education by securing private financial support. The company was founded in 1973 and is headquartered in Oxford, MS. | Investment Trusts/Mutual Funds | Director/Board Member | |
Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Chief Operating Officer | |
CAIS Avenue Venture Opportunities Fund Ii LP
![]() CAIS Avenue Venture Opportunities Fund Ii LP Investment ManagersFinance CAIS Avenue Venture Opportunities Fund II LP is a private equity fund. The private company is based in New York, NY. | Investment Managers | President | |
Cais Alkeon Innovation Private Series Ii LP
![]() Cais Alkeon Innovation Private Series Ii LP Investment ManagersFinance CAIS Alkeon Innovation Private Series II LP functions as a private equity fund. The private company is based in New York, NY. | Investment Managers | President | |
Davidson Kempner European Partners LLP
![]() Davidson Kempner European Partners LLP Investment ManagersFinance Davidson Kempner European Partners LLP (DKEP) is an independent alternative investment manager headquartered in London, UK. Founded in 2004, DKEP manages funds for individuals, banks, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or other business entities. | Investment Managers | Analyst-Equity | |
Baron Capital Management, Inc.
![]() Baron Capital Management, Inc. Investment ManagersFinance Baron Capital Management, Inc. (BCM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Ron Baron in 1982 and is a wholly owned subsidiary of Baron Capital Group, Inc. BCM provides advisory services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, wrap fee programs, and other entities. The firm also offers several comingled strategies. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 49 |
United Kingdom | 2 |
Sectoral
Finance | 32 |
Consumer Services | 14 |
Industrial Services | 2 |
Commercial Services | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 67 |
Director/Board Member | 33 |
Undergraduate Degree | 28 |
Portfolio Manager-Equities | 15 |
Masters Business Admin | 13 |
Most connected contacts
Insiders | |
---|---|
Steven Rogers | 16 |
Mark Freeman | 13 |
William R. Flatt | 12 |
Nina E. McLemore | 10 |
Damian Kozlowski | 10 |
Andrew James Duffy | 9 |
Stephen David Bluestein | 9 |
Timothy Shannon | 8 |
J. Hugh McFadden | 8 |
Vikrant Manwatkar | 8 |
Choo Tee Chan | 7 |
Laura Simione | 7 |
Fergus Healy | 7 |
Hugh J. Parker | 7 |
William Shannon | 6 |
- Stock Market
- Insiders
- Steven W. Smith
- Company connections