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Curt Smith has over 27 years of experience as an institutional investor and consultant for high net worth, state and local public pension plans, and defined benefit plans. With his educational background and experience teaching portfolio management for CFA San Francisco, he understands private equity asset classes (including traditional and growth buyouts, venture capital, distressed and mezzanine strategies, secondaries and special situations), asset allocation, risk assessment and portfolio construction across asset classes, geographies, and styles. He has extensive experience in designing, implementing and managing large private equity portfolios; of note, he has worked with high net worth families and understands the tax and estate planning issues that are attendant with personal wealth.
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Staff AccountantVogelheim, Nelson And Phillips Jan 2019 - Apr 2020San Rafael, Ca
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Chief Compliance OfficerStrategic Investment Solutions Jul 2011 - Dec 2015 -
Senior Vice PresidentStrategic Investment Solutions Mar 2010 - Dec 2015San Francisco Bay AreaFrom 1997 until the sale of Strategic Investment Solutions in 2015 he was a consultant in private equity consulting and other illiquid asset classes (direct deals, secondaries, and real estate), including formulating investment policy statements, formulating commitment “road maps,” and reviewing potential investments for state and local pension plans, sovereign wealth funds, high net worth families, and individual project clients. -
Director Of Private MarketsStrategic Investment Solutions Oct 1997 - Jul 2015 -
Manager Of Closely Held BusinessesUnion Bank Of California Jul 1989 - Sep 1997Prior to joining SIS in 1989, he was the closely held business manager at The Bank of California (subsequently merged with Union Bank to become Union Bank of California which became Union Bank) where he was responsible for the management of all closely held business assets, whether private companies, syndicated real estate deals, oil and gas properties, and other illiquid securities. While there he co-authored a Trusts and Estates article that added to the body of knowledge regarding the valuation of such assets and initiated a program to create a market for such assets.
Curt Smith Skills
Curt Smith Education Details
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Finance And Marketing -
Business And Economics
Frequently Asked Questions about Curt Smith
What is Curt Smith's role at the current company?
Curt Smith's current role is Private equity consultant and Chief Compliance Officer.
What is Curt Smith's email address?
Curt Smith's email address is cs****@****-sf.com
What is Curt Smith's direct phone number?
Curt Smith's direct phone number is (415)-362*****
What schools did Curt Smith attend?
Curt Smith attended University Of San Francisco, Beloit College.
What skills is Curt Smith known for?
Curt Smith has skills like Cfa, Equities, Asset Management, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Mutual Funds, Private Equity, Alternative Investments, Hedge Funds.
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