Staff Accountant
Vogelheim, Nelson And Phillips
Jan 2019 - Apr 2020
AeroLeads people directory · profile
Curt Smith Email & Phone Number
Private equity consultant and Chief Compliance Officer
2 work emails found
@sis-sf.com
1 phone found area 415
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Role
Private equity consultant and Chief Compliance Officer
Location
Petaluma, California, United States
Who is Curt Smith? Overview
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Quick answer
Curt Smith is listed as Private equity consultant and Chief Compliance Officer based in Petaluma, California, United States. AeroLeads shows a work email signal at sis-sf.com, phone signal with area code 415, and a matched LinkedIn profile for Curt Smith.
Curt Smith previously worked as Staff Accountant at Vogelheim, Nelson And Phillips and Chief Compliance Officer at Strategic Investment Solutions. Curt Smith holds Mba, Finance And Marketing from University Of San Francisco.
Company email context
Email format at sis-sf.com
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{first_initial}{last}@sis-sf.com
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AeroLeads found 2 current-domain work email signals for Curt Smith. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Cfa, Equities, Asset Management, Asset Allocation, and 13 others.
5 roles
Curt Smith work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer
Jul 2011 - Dec 2015
Senior Vice President
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.
Mar 2010 - Dec 2015
Director Of Private Markets
Oct 1997 - Jul 2015
Manager Of Closely Held Businesses
Union Bank Of California
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.
Jul 1989 - Sep 1997
2 education records
Curt Smith education
Mba, Finance And Marketing
Ba, Business And Economics
FAQ
Frequently asked questions about Curt Smith
Quick answers generated from the profile data available on this page.
What is Curt Smith's role at their current company?
Curt Smith is listed as Private equity consultant and Chief Compliance Officer.
What is Curt Smith's email address?
AeroLeads has found 2 work email signals at @sis-sf.com for Curt Smith.
What is Curt Smith's phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Curt Smith.
Where is Curt Smith based?
Curt Smith is based in Petaluma, California, United States.
What companies has Curt Smith worked for?
Curt Smith has worked for Vogelheim, Nelson And Phillips, Strategic Investment Solutions, and Union Bank Of California.
How can I contact Curt Smith?
You can use AeroLeads to view verified contact signals for Curt Smith, including work email, phone, and LinkedIn data when available.
What schools did Curt Smith attend?
Curt Smith holds Mba, Finance And Marketing from University Of San Francisco.
What skills is Curt Smith known for?
Curt Smith is listed with skills including Cfa, Equities, Asset Management, Asset Allocation, Investments, Portfolio Management, Investment Strategies, and Investment Advisory.
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