Sr. Advisor And Founder
Long Run Investment Management Llc
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Gregory Smith, Cfa, Cfp Email & Phone Number
Sr. Advisor and Founder
at
Long Run Investment Management llc
10 phones found
area 224, 847, 216, 785, 913, 704, and 330
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Long Run Investment Management llc
Role
Sr. Advisor and Founder
Location
Lake Zurich, Illinois, United States
Who is Gregory Smith, Cfa, Cfp? Overview
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Quick answer
Gregory Smith, Cfa, Cfp is listed as Sr. Advisor and Founder at Long Run Investment Management llc, based in Lake Zurich, Illinois, United States. AeroLeads shows phone signal with area code 224, 847, 216, 785, 913, 704, 330 and a matched LinkedIn profile for Gregory Smith, Cfa, Cfp.
Gregory Smith, Cfa, Cfp previously worked as Sr. Advisor / Founder at Long Run Investment Management Llc and Product Development Manager at Morningstar. Gregory Smith, Cfa, Cfp holds Bs, Finance from The University Of Akron.
Profile bio
About Gregory Smith, Cfa, Cfp
Gregory Smith, Cfa, Cfp is a Sr. Advisor and Founder at Long Run Investment Management llc. He possess expertise in asset management, investments, financial planning, retirement, mutual funds and 14 more skills.
Listed skills include Asset Management, Investments, Financial Planning, Retirement, and 15 others.
Current workplace
Gregory Smith, Cfa, Cfp's current company
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Long Run Investment Management Llc
6 roles · 39 years
Gregory Smith, Cfa, Cfp work experience
A career timeline built from the work history available for this profile.
Sr. Advisor / Founder
Long Run Investment Management Llc
Long Run Investment Management LLC. is a comprehensive investment and financial planning firm inspired by the principles of discipline, patience, persistence, and dedication. These principles, also found in long distance running, enable us to look at your overall financial picture, taking a disciplined, economically sound approach for your investing.
Product Development Manager
Sep 2006 - Jul 2009
Operations Manager
Dec 2000 - Jan 2002
Investment Operations Manager / Director Of Technology
Aug 1994 - Dec 2000
Manager, Corporate Actions
1988 - 1992
~4 yrs
3 education records
Gregory Smith, Cfa, Cfp education
FAQ
Frequently asked questions about Gregory Smith, Cfa, Cfp
Quick answers generated from the profile data available on this page.
What company does Gregory Smith, Cfa, Cfp work for?
Gregory Smith, Cfa, Cfp works for Long Run Investment Management llc.
What is Gregory Smith, Cfa, Cfp's role at Long Run Investment Management llc?
Gregory Smith, Cfa, Cfp is listed as Sr. Advisor and Founder at Long Run Investment Management llc.
What is Gregory Smith, Cfa, Cfp's phone number?
AeroLeads has found 10 phone signal(s) with area code 224, 847, 216, 785, 913, 704, 330 for Gregory Smith, Cfa, Cfp at Long Run Investment Management llc.
Where is Gregory Smith, Cfa, Cfp based?
Gregory Smith, Cfa, Cfp is based in Lake Zurich, Illinois, United States while working with Long Run Investment Management llc.
What companies has Gregory Smith, Cfa, Cfp worked for?
Gregory Smith, Cfa, Cfp has worked for Long Run Investment Management Llc, Morningstar, American Century Investments, Bank Of America, and Bank One.
How can I contact Gregory Smith, Cfa, Cfp?
You can use AeroLeads to view verified contact signals for Gregory Smith, Cfa, Cfp at Long Run Investment Management llc, including work email, phone, and LinkedIn data when available.
What schools did Gregory Smith, Cfa, Cfp attend?
Gregory Smith, Cfa, Cfp holds Bs, Finance from The University Of Akron.
What skills is Gregory Smith, Cfa, Cfp known for?
Gregory Smith, Cfa, Cfp is listed with skills including Asset Management, Investments, Financial Planning, Retirement, Mutual Funds, Asset Managment, Retirement Planning, and Asset Allocation.
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