Curt Smith

Curt Smith Email and Phone Number

Private equity consultant and Chief Compliance Officer
Curt Smith's Location
Petaluma, California, United States, United States
Curt Smith's Contact Details

Curt Smith personal email

n/a

Curt Smith phone numbers

About Curt Smith

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.

Curt Smith's Current Company Details

Private equity consultant and Chief Compliance Officer
Curt Smith Work Experience Details
  • Vogelheim, Nelson And Phillips
    Staff Accountant
    Vogelheim, Nelson And Phillips Jan 2019 - Apr 2020
    San Rafael, Ca
  • Strategic Investment Solutions
    Chief Compliance Officer
    Strategic Investment Solutions Jul 2011 - Dec 2015
  • Strategic Investment Solutions
    Senior Vice President
    Strategic Investment Solutions Mar 2010 - Dec 2015
    San Francisco Bay Area
    From 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.
  • Strategic Investment Solutions
    Director Of Private Markets
    Strategic Investment Solutions Oct 1997 - Jul 2015
  • Union Bank Of California
    Manager Of Closely Held Businesses
    Union Bank Of California Jul 1989 - Sep 1997
    Prior 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

Cfa Equities Asset Management Asset Allocation Investments Portfolio Management Investment Strategies Investment Advisory Mutual Funds Private Equity Alternative Investments Hedge Funds Chartered Financial Analyst Investment Management Securities Venture Capital Valuation

Curt Smith Education Details

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.

Not the Curt Smith you were looking for?

  • Curt Smith

    Austin, Texas Metropolitan Area
    2
    gmail.com, job.com
  • Curt Smith

    Bellevue, Wa
    4
    microsoft.com, microsoft.com, nvidia.com, nvidia.com

    3 +142570XXXXX

  • Curt Smith

    Group Vice President, Partner Programs At Anywhere Brands
    New York City Metropolitan Area
    4
    realogy.com, att.net, cartus.com, cartus.com

    6 +120344XXXXX

  • Curt Smith

    Houston, Tx
    4
    contractlandstaff.com, yahoo.com, yokogawa.com, dnb.com

    3 +193689XXXXX

  • Curt Smith

    Network Operations Manager At U.S. Coast Guard
    Alexandria, Va

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.