Gregory Smith

Gregory Smith

Director/Board Member at ENVESTNET, INC.

Net worth: 2 M $ as of 2024-05-30

60 year
Finance
Consumer Services
Commercial Services

Profile

Gregory A.
Smith
is currently the Vice Chairman at Church Mutual Insurance Co., the Director at Milwaukee Symphony Orchestra, Inc., the Director at Milease LLC, the Independent Director at Envestnet, Inc., the Director at CM Vantage Specialty Insurance Co., the Independent Director at Wintrust Financial Corp., and the President at TCH MI Holding Co., Inc. Previously, Mr. Smith held positions as the Director at Marshall & Ilsley Trust Co., NA, the Director at FIS Payments LLC, the Director at M&I Financial Advisors, Inc., the Managing Director-Investment Banking at Credit Suisse First Boston Corp.
from 2004 to 2006, the Director at M&I Insurance Services, Inc., the Managing Director-Investment Banking at UBS Investment Bank (US) from 2000 to 2004, the Managing Director at Wall Street Investment Corp., the Director at University School of Milwaukee from 2012 to 2023, the Chief Financial Officer & Senior Vice President at Marshall & Ilsley Corp.
from 2006 to 2011, the Chief Financial Officer at Southwest Bank of St Louis (Missouri), the Chief Financial Officer at Marshall & Ilsley Bank from 2006 to 2011, the Chief Financial Officer at M&I Bank, FSB from 2006 to 2011, the Chief Financial Officer at M&I Bank of Mayville, and the President at M&I LLC.
Additionally, Mr. Smith served as the Managing Partner at Barnett Management Advisors LLC from 2012 to 2020.
Mr. Smith obtained an undergraduate degree from Princeton University and an MBA from The University of Chicago Booth School of Business.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
2024-03-18 31,166 ( 0.06% ) 2 M $ 2024-05-30
2024-06-03 600 ( 0.00% ) 59 166 $ 2024-05-30

Gregory Smith active positions

CompaniesPositionStart
ENVESTNET, INC. Director/Board Member 2015-02-03
WINTRUST FINANCIAL CORPORATION Director/Board Member 2024-05-22
Cm Vantage Specialty Insurance Co. Director/Board Member -
Director/Board Member -
Director/Board Member 2014-08-19
TCH MI Holding Co., Inc. President 2010-03-17
Milease LLC Director/Board Member -
All active positions of Gregory Smith

Former positions of Gregory Smith

CompaniesPositionEnd
Director/Board Member 2022-12-31
Corporate Officer/Principal 2019-12-31
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See the detail of Gregory Smith's experience

Training of Gregory Smith

Princeton University Undergraduate Degree
The University of Chicago Booth School of Business Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Gregory Smith's experience

Connections

95

1st degree connections

24

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Listed companies2
WINTRUST FINANCIAL CORPORATION

Finance

ENVESTNET, INC.

Technology Services

Private companies20

Finance

Finance

Commercial Services

Southwest Bank of St Louis (Missouri)

Finance

Finance

M&I Financial Advisors, Inc.

Finance

Credit Suisse First Boston Corp.

Finance

Finance

Consumer Services

M&I Bank, FSB

Finance

Finance

Milease LLC

Finance

M&I Insurance Services, Inc.

Finance

Consumer Services

Finance

Finance

TCH MI Holding Co., Inc.

Cm Vantage Specialty Insurance Co.

Finance

Finance

See company connections