Managing Partner
CurrentCapital Markets, Blockchain Technology, Disruptive Innovation and Real Estate 🎯 Targeted Investments
Feb 2021 - Present
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Charles A. Smith Email & Phone Number
Business professional experienced in the Capital Markets, Private Equity, Real Estate and Entrepreneurship with a passion for disruptive innovation, technology, finance, family and fun.
at
STANDARD
1 work email found
@cashamerica.com
2 phones found area 404
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Business professional experienced in the Capital Markets, Private Equity, Real Estate and Entrepreneurship with a passion for disruptive innovation, technology, finance, family and fun.
Location
Tampa, Florida, United States
Who is Charles A. Smith? Overview
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Quick answer
Charles A. Smith is listed as Business professional experienced in the Capital Markets, Private Equity, Real Estate and Entrepreneurship with a passion for disruptive innovation, technology, finance, family and fun. at STANDARD, based in Tampa, Florida, United States. AeroLeads shows a work email signal at cashamerica.com, phone signal with area code 404, and a matched LinkedIn profile for Charles A. Smith.
Charles A. Smith previously worked as Managing Partner at Standard and Member of the Board of Advisors at Industrial Painting Solutions Inc.. Charles A. Smith holds Bachelor Of Science, Engineering | Technology from Purdue University.
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csmith@cashamerica.com
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Profile bio
About Charles A. Smith
Charlie Smith is a seasoned business professional with a diverse background in capital markets, private equity, real estate, and entrepreneurship. He holds a Bachelor of Science degree from Purdue University and is certified in Bitcoin, cryptocurrencies, and blockchain technology from the University of California, Berkeley.Throughout his career, Charlie has held various professional licenses, including Series 7 and 66, and has received numerous honors and awards. He has been a Co-Chairman of a focus group with a Wall Street firm in a major metropolis, a mentor for Junior Achievement and Operation Hope, and has served as a Board Member and Institutional Consultant at a Certified B Corporation and Registered Investment Advisory firm, focusing on sustainable and responsible investing.With extensive professional experience working at major Wall Street financial institutions, Charlie has served as an Institutional Consultant, providing solutions to large publicly traded institutions, family offices, and developing scalable planning services.While a real estate executive at Jacoby Development Inc., he founded Green Grocery Works as a spin-off from his work in commercial real estate, where he concentrated on site selection, entitlement processes, tenant acquisition, project feasibility studies, and even landscape procurement. Recognizing a void in the food retail marketplace, he launched GGW to develop green goods programs for regional and national food retailers, aiding them in recapturing market share lost to big-box competitors.Earlier in his career, Charlie served as the Director of Business Development at a private equity firm, specializing in private placements, public offerings, venture capital, private equity transactions, and roll-up transactions.When not working, Charlie enjoys spending time with his family, exploring disruptive innovation, finance, and real estate. He is grateful to have been cancer-free since March 22, 2019.
Listed skills include Investments, Strategic Planning, Retirement Planning, Leadership, and 13 others.
Current workplace
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8 roles
Charles A. Smith work experience
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Member Of The Board Of Advisors
Current
Jan 2024 - Present
Advisory Board Member | B Corporation
• Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing • A B-Corporation operating as a for-profit company certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency • Best for the World Honoree 2018 | B Lab
May 2017 - Jun 2023
Graystone Consulting | Morgan Stanley
• Graystone Consulting, an institutional consulting division of Morgan Stanley, provides fiduciary investment consulting with a boutique approach and the global resources of a financial powerhouse, managing over $614.2 billion in institutional assets.• Joined Morgan Stanley's Graystone Consulting from Merrill Lynch, establishing Atlanta's first presence for the division and supporting a national team of 30. Played a key role in developing a bundled planning services solution as part of the firm transition.• Led the creation of the first scalable planning services solution aimed at helping organizations recruit, retain, and retire talent. Collaborated across the Trust and Estates Group, Financial Planning Centers, and Client Advisory Centers to develop bundled offerings, which evolved into Institutional Wealth Services (IWS), now a distinct business unit.• Provided plan sponsors with needs analysis, investment policy review, asset allocation, manager selection, performance monitoring, and plan review.• Led a team in developing sales presentations, analyzing investment strategies, and delivering client and new business presentations nationwide.• Connected B-Corporations across the U.S. to explore impact investing solutions and introduced the community to investment banking.• Transformed a community outreach event, Telluride Mountainfilm on Tour ATL, by organizing an Impact Lunch for professionals and relocating it to LiveNation's Music Midtown through collaboration with Peter Conlon, President of Live Nation Georgia/Alabama.
Jul 2013 - May 2017
The Bridgeman Group (Pbig) Private Bank And Investment Group
• Addressed the planning needs for foundations/endowments, associations, healthcare organizations, governmental entities, Fortune 1000 companies and family offices • The Ritz-Carlton Leadership Program ‘White Glove’ for being a top tier associate in training• Served nearly 3 years as Co-Chairman of a Regional Focus Group at Bank of America/Merrill Lynch • Led initiatives for Coastal Cleanup and Corporate Green Day Challenge along with driving volunteer efforts with Junior Achievement and Project Hope
Oct 2010 - Jul 2013
Founder
• GGW a spin-off of Jacoby Development Inc. which specialized in commercial real estate with site selection and landscape procurement responsibilities for main real estate entity• Green Grocery Works (GGW) was launched after recognizing a void in the food retail marketplace • GGW was responsible for developing green goods programs for regional and national food retailers • GGW assisted food retailers recapture market share lost to their big box retailer competitors after they entered the traditional grocery space • Sourcing product from tier 1 suppliers such as Berry Nurseries, Cherry Lake and CowPeat• Exited during the Insight Equity II LP acquisition of the Berry Family of Nurseries, the nation’slargest wholesale grower
Sep 2004 - Oct 2010
Real Estate Development Executive
• Conducted comprehensive site searches to identify optimal locations for commercial real estate development.• Analyzed zoning regulations and compliance requirements to ensure project feasibility.• Evaluated traffic counts and patterns to assess accessibility and visibility for potential sites.• Managed entitlement processes, securing necessary permits and approvals from local authorities.• Developed outparcel opportunities and engaged with potential tenants to maximize property utilization.• Attended International Council of Shopping Centers (ICSC) events to network and stay updated on industry trends.• Collaborated with cross-functional teams to execute development strategies aligned with company goals.
Aug 2001 - Oct 2010
Private Equity Investment Manager
Rgf Capital | Private Equity
RGF Capital specialized in financial/business consulting, private placements, public offerings, venture capital, private equity transactions, and roll up transactions. Began career with RGF as an Analyst and progressed to Director of Business Development.
Aug 1998 - Aug 2001
2 education records
Charles A. Smith education
Bachelor Of Science, Engineering | Technology
Education record
FAQ
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What company does Charles A. Smith work for?
Charles A. Smith works for STANDARD.
What is Charles A. Smith's role at STANDARD?
Charles A. Smith is listed as Business professional experienced in the Capital Markets, Private Equity, Real Estate and Entrepreneurship with a passion for disruptive innovation, technology, finance, family and fun. at STANDARD.
What is Charles A. Smith's email address?
AeroLeads has found 1 work email signal at @cashamerica.com for Charles A. Smith at STANDARD.
What is Charles A. Smith's phone number?
AeroLeads has found 2 phone signal(s) with area code 404 for Charles A. Smith at STANDARD.
Where is Charles A. Smith based?
Charles A. Smith is based in Tampa, Florida, United States while working with STANDARD.
What companies has Charles A. Smith worked for?
Charles A. Smith has worked for Standard, Industrial Painting Solutions Inc., Boardwalk Capital Management, Morgan Stanley, and Merrill Lynch.
How can I contact Charles A. Smith?
You can use AeroLeads to view verified contact signals for Charles A. Smith at STANDARD, including work email, phone, and LinkedIn data when available.
What schools did Charles A. Smith attend?
Charles A. Smith holds Bachelor Of Science, Engineering | Technology from Purdue University.
What skills is Charles A. Smith known for?
Charles A. Smith is listed with skills including Investments, Strategic Planning, Retirement Planning, Leadership, Series 7, Budgets, Management, and Finance.
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