Maxwell Smith Email and Phone Number
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“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
Alpha Capital Family Office
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Founding PartnerAlpha Capital Family Office Jan 2024 - Present
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Founding PartnerPrivate Wealth Asset Management Sep 2021 - PresentCedar Rapids, Iowa, Us -
FounderLumina Consulting, Llc Jun 2016 - PresentParker, Colorado, UsWe 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 efficiencies, and ultimately increase their productivity post-transition. I guide wire-house advisors in the break-away process to independence while developing the new firm’s operational platforms, succession strategies, and growth strategies exclusive to each firm’s objectives. I collaborate with independent financial firms to advise for mergers and acquisitions. I support them in developing M&A strategies, assisting in the firm due diligence, proforma creations, valuations, deal structures, transition and tuck-in consulting, post-closing. Lumina in Latin means to “to bring light”. At Lumina Consulting we do exactly that for your business. Our mission is using our “real life” experiences to help you identify issues, develop solutions, and provide guiding ideas that accomplish the desired objectives of your business. In short, we are here to bring “light” to unique solutions meeting your needs. https://luminaconsults.com/ ══ SPECIALTIES ══ 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 -
Founding PartnerFidelis Capital Partners Aug 2022 - Aug 2024Tampa, Florida, Us -
Vice PresidentIfam Capital Jan 2014 - Jun 2016Fort Collins, Co, UsManaged 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 with a variety of team members and vendors to successfully on-board advisor and implement any infrastructure if needed. Managed sales and marketing for IFAM Capital including creating written publications, advertisements, email blasts and event sponsorship.Worked with senior partners to manage the firm’s marketing campaigns and develop the firm’s growth strategies.Managed the firm’s pipeline.Managed all marketing collateral including website management, brochure and case study creation.Created all portfolio analytic and financial plan presentations for prospects including all Request for Proposals for the firm.Successfully managed the firms marketing and growth strategies resulting in nearly 50% growth of revenue -
Client Sales AssociateUbs Institutional Consulting Dec 2009 - Jan 2014Zurich, ChPrimarily 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 assets. Also assisted in operations, investment research and portfolio modeling for the team while simultaneously pursuing bachelor’s degree at the University of Colorado at Denver. Primary Responsibilities:Perform daily account and team operations including:Partnering with the branch operations team and bank service desks to quickly resolve client account issues.Efficiently manage client requests including wires, checks, ACH’s and other private banking inquiries. Provide broad financial advisor support including account openings, account transfers, providing client information as well as allocating investment accounts per request. Manage marketing department of team, responsibilities include:Build and manage team’s RFPs resulting in over $50 million in new institutional client assets.Develop prospective client cases which resulted in over $25 million in new private wealth assets.Built team’s core brochure, end-to-end, including requirements, design, and content which included biography pieces as well as client specific marketing. Create potential client’s retirement plans through firm-provided software as well as providing optimization and efficient frontier reports with Zephyr Allocation Advisor.Manage team’s website by working as a liaison between team and web developer to ensure website met team’s requirements. -
InternUbs Institutional Consulting Dec 2008 - Dec 2009Zurich, ChFocused 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.
Maxwell Smith Skills
Maxwell Smith Education Details
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University Of Colorado DenverEconomics
Frequently Asked Questions about Maxwell Smith
What company does Maxwell Smith work for?
Maxwell Smith works for Alpha Capital Family Office
What is Maxwell Smith's role at the current company?
Maxwell Smith's current role is Author, Creating Wealth Management, Portfolio Management, & Investment Solutions.
What is Maxwell Smith's email address?
Maxwell Smith's email address is ma****@****ail.com
What schools did Maxwell Smith attend?
Maxwell Smith attended University Of Colorado Denver.
What skills is Maxwell Smith known for?
Maxwell Smith has skills like Portfolio Management, Investments, Wealth Management, Mutual Funds, Asset Management, Alternative Investments, Economics, Financial Services, Financial Modeling, Hedge Funds, Leadership, Strategic Planning.
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