Charles A. Smith

Charles A. Smith Email and 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. @ STANDARD
Charles A. Smith's Location
Tampa, Florida, United States, United States
Charles A. Smith's Contact Details
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.

Charles A. Smith's Current Company Details
STANDARD

Standard

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Business professional experienced in the Capital Markets, Private Equity, Real Estate and Entrepreneurship with a passion for disruptive innovation, technology, finance, family and fun.
Charles A. Smith Work Experience Details
  • Standard
    Managing Partner
    Standard Feb 2021 - Present
    Tampa, Florida, United States
    Capital Markets, Blockchain Technology, Disruptive Innovation and Real Estate 🎯 Targeted Investments
  • Industrial Painting Solutions Inc.
    Member Of The Board Of Advisors
    Industrial Painting Solutions Inc. Jan 2024 - Present
    Greater Tampa Bay Area
  • Boardwalk Capital Management
    Advisory Board Member | B Corporation
    Boardwalk Capital Management May 2017 - Jun 2023
    Greater Atlanta Area
    • 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
  • Morgan Stanley
    Graystone Consulting | Morgan Stanley
    Morgan Stanley Jul 2013 - May 2017
    Atlanta, Georgia
    • 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.
  • Merrill Lynch
    The Bridgeman Group (Pbig) Private Bank And Investment Group
    Merrill Lynch Oct 2010 - Jul 2013
    Greater Atlanta Area
    • 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
  • Green Grocery Works 'Ggw'
    Founder
    Green Grocery Works 'Ggw' Sep 2004 - Oct 2010
    Greater Atlanta Area
    • 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
  • Jacoby Development, Inc.
    Real Estate Development Executive
    Jacoby Development, Inc. Aug 2001 - Oct 2010
    Atlanta, Georgia, United States
    • 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.
  • Rgf Capital | Private Equity
    Private Equity Investment Manager
    Rgf Capital | Private Equity Aug 1998 - Aug 2001
    Greater Atlanta Area
    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.

Charles A. Smith Skills

Investments Strategic Planning Retirement Planning Leadership Series 7 Budgets Management Finance Asset Allocation Financial Advisory Wealth Management Team Building Project Management Performance Management Competitive Analysis Customer Service Marketing Strategy

Charles A. Smith Education Details

Frequently Asked Questions about Charles A. Smith

What company does Charles A. Smith work for?

Charles A. Smith works for Standard

What is Charles A. Smith's role at the current company?

Charles A. Smith's current role is Business professional experienced in the Capital Markets, Private Equity, Real Estate and Entrepreneurship with a passion for disruptive innovation, technology, finance, family and fun..

What is Charles A. Smith's email address?

Charles A. Smith's email address is ch****@****ley.com

What is Charles A. Smith's direct phone number?

Charles A. Smith's direct phone number is +140440*****

What schools did Charles A. Smith attend?

Charles A. Smith attended Purdue University, Riverside Military Academy.

What skills is Charles A. Smith known for?

Charles A. Smith has skills like Investments, Strategic Planning, Retirement Planning, Leadership, Series 7, Budgets, Management, Finance, Asset Allocation, Financial Advisory, Wealth Management, Team Building.

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