Christopher Michael Smith

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Finance

Consumer Services

Profil

Mr. Christopher M.
Smith is a Wealth Manager at First Republic Investment Management, Inc. He is also a Senior Vice President of the firm.
He joined First Republic Investment Management in September 2015 with over 25 years of financial markets experience.
He has over 25 years of wealth management experience.
Prior to First Republic, Mr. Smith held positions with Constellation Wealth Advisors as a Principal and at RBC Capital Markets as Director of the firm’s Corporate Client Group.
He was a member of the New York Stock Exchange for over 20 years.
During this time, he served as a Senior Managing Director for LaBranche & Co where he was the head of trading, risk management and floor operations, and as a consultant for NYSE Euronext.
Mr. Smith has a Bachelor of Science and an MBA from Fordham University.
He has served on the Fordham Graduate School of Business Advisory Board.

Ehemalige bekannte Positionen von Christopher Michael Smith

Unternehmen	Position	Ende
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Portfolio Manager-Aktien	01.01.2020
NYSE Euronext, Inc. NYSE Euronext, Inc. Investment Banks/BrokersFinance Operates as financial market that provides trading solutions for businesses	Corporate Officer/Principal	-
Constellation Wealth Advisors LLC Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings.	Corporate Officer/Principal	-
New York Stock Exchange, Inc. New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market	Corporate Officer/Principal	-
RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	7
New York Stock Exchange, Inc. New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
Constellation Wealth Advisors LLC Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings.	Finance
LaBranche & Co. LaBranche & Co. Investment Banks/BrokersFinance Provides brokerage services	Finance
Fordham University Fordham University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
RBC Capital Markets LLC RBC Capital Markets LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
NYSE Euronext, Inc. NYSE Euronext, Inc. Investment Banks/BrokersFinance Operates as financial market that provides trading solutions for businesses	Finance