Founding Partner
Current
Jan 2024 - Present
AeroLeads people directory · profile
Maxwell Smith Email & Phone Number
Author, Creating Wealth Management, Portfolio Management, & Investment Solutions
at
Alpha Capital Family Office
2 work emails found
@lumina.ca
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Author, Creating Wealth Management, Portfolio Management, & Investment Solutions
Location
Tampa, Florida, United States
Who is Maxwell Smith? Overview
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Quick answer
Maxwell Smith is listed as Author, Creating Wealth Management, Portfolio Management, & Investment Solutions at Alpha Capital Family Office, based in Tampa, Florida, United States. AeroLeads shows a work email signal at lumina.ca and a matched LinkedIn profile for Maxwell Smith.
Maxwell Smith previously worked as Founding Partner at Alpha Capital Family Office and Founding Partner at Private Wealth Asset Management. Maxwell Smith holds Bachelor Of Science (B.S.), Economics from University Of Colorado Denver.
Company email context
Email format at Alpha Capital Family Office
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{first}{last}@lumina.ca
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AeroLeads found 2 current-domain work email signals for Maxwell Smith. Compare company email patterns before reaching out.
Profile bio
About Maxwell Smith
“I’m a great believer in luck, and I find the harder I work the more I have of it.” – Thomas Jefferson ══ MOTIVATION ══ While studying economics and attending college full-time I began an internship at UBS Instituitional working with a Senior Institutional Consulting team and quickly came on full-time while attending college simultaneously. Working with Dan Kelly, who was a partner on the team, he brought me under his wing and allowed me to take on developing their sales process and marketing strategies while also assisting with operations. Another founding partner of the Senior Institutional Consulting team, Timothy Kneen, has been a longtime partner, mentor, and father figure. He has taught me everything that I know about business knowledge and acquisitions. Tim empowered me to run our platform in Denver and beyond as I helped lead with the Focus Financial team our transition to independence in creating IFAM Capital. While at IFAM I ran the Mergers and Acquisitions team and co-chaired the firms Marketing Committee. With that experience it gave me a unique perspective of dual backgrounds that work in tandem. Uniting my sales and marketing mindset with operations creating multilevel efficiency. I was recently published and co-authored Breaking Through the Wall: A Financial Advisors Guide to Grow, Scale, and Monetize Your Business for Millions. My partnership and I have successfully launched three RIA's: Private Wealth Asset Management, Fidelis Capital and Alpha Capital Family Offices.With close to $10 billion of acquisitions and mergers and dozens of tuck-ins as well as office and advisory team launches behind me, I offer acute insights for potential advisors looking at independence or those looking at other channels. In my spare time, I enjoy golfing and am an active member at Colorado Golf Club and also an avid skier. Chief Operating Officer | Founding Partner | Portfolio Management | Wealth Management | Investments | Asset Management | Marketing | Mutual Funds | Alternatives Investments | Finance | Economics | Financial Services | Financial Modeling | Hedge Funds | Strategic Planning | Financial Analysis | Strategic Financial Planning | Financial Planning | Leadership | Management | Multigenerational Wealth Planning | Securities
Listed skills include Portfolio Management, Investments, Wealth Management, Mutual Funds, and 14 others.
Current workplace
Maxwell Smith's current company
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7 roles
Maxwell Smith work experience
A career timeline built from the work history available for this profile.
Founding Partner
Current
Sep 2021 - Present
Founder
CurrentWe believe in success in business regardless of the industry. Often to accomplish progress, we need to find the right resources—and this is where Lumina shines its brightest. We place a unique focus around consulting advisors who are seeking independence and assist their firms by creating unique strategies, succession development, develop operational.
Jun 2016 - Present
Founding Partner
Aug 2022 - Aug 2024
Vice President
Managed the marketing, sales and merger and acquisition team for a top 200 RIA in the country. Primary Responsibilities:Leading in merger and acquisitions including: -P/L generation and analysis -Portfolio implementation and comparisons for transition -Operational transitions including new account openings, reporting, CRM and office development. -Worked.
Jan 2014 - Jun 2016
Client Sales Associate
Primarily focused on the management of the marketing and sales division for a consistently top-ranked Senior Institutional Consulting Group at UBSIC with responsibilities including building marketing collateral and performing portfolio analytics for prospective clients. Supported eight advisors with over $700 million in institutional and private wealth.
Dec 2009 - Jan 2014
Intern
Focused on marketing and sales as well as operations for a Senior Institutional Consulting team at UBSIC. Quickly developed a role within the team and became a full-time member.
Dec 2008 - Dec 2009
1 education record
Maxwell Smith education
-
University Of Colorado Denver
FAQ
Frequently asked questions about Maxwell Smith
Quick answers generated from the profile data available on this page.
What company does Maxwell Smith work for?
Maxwell Smith works for Alpha Capital Family Office.
What is Maxwell Smith's role at Alpha Capital Family Office?
Maxwell Smith is listed as Author, Creating Wealth Management, Portfolio Management, & Investment Solutions at Alpha Capital Family Office.
What is Maxwell Smith's email address?
AeroLeads has found 2 work email signals at @lumina.ca for Maxwell Smith at Alpha Capital Family Office.
Where is Maxwell Smith based?
Maxwell Smith is based in Tampa, Florida, United States while working with Alpha Capital Family Office.
What companies has Maxwell Smith worked for?
Maxwell Smith has worked for Alpha Capital Family Office, Private Wealth Asset Management, Lumina Consulting, Llc, Fidelis Capital Partners, and Ifam Capital.
How can I contact Maxwell Smith?
You can use AeroLeads to view verified contact signals for Maxwell Smith at Alpha Capital Family Office, including work email, phone, and LinkedIn data when available.
What schools did Maxwell Smith attend?
Maxwell Smith holds Bachelor Of Science (B.S.), Economics from University Of Colorado Denver.
What skills is Maxwell Smith known for?
Maxwell Smith is listed with skills including Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Management, Alternative Investments, Economics, and Financial Services.
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