Profil
Mr. Gary T.
Smart, CFA MBA, is a Partner at Freestone Capital Management LLC.
He oversees our multi-strategy and external traditional investment solutions.
He is also responsible for research, selection and monitoring of traditional investments external managers and mutual funds.
Mr. Smart began his investment career in 1989 as a research analyst and portfolio manager at First Interstate Bank (now Wells Fargo).
There he helped manage the bank’s trust and mutual funds and provided management services to high net worth clients.
He later joined Salomon Smith Barney in 1997 to assist Gary Furukawa in managing his rapidly growing investment management business, and he joined again in 1999 as a co-founder of Freestone.
He earned an MBA from the University of Washington and a BA in Economics from Brigham Young University.
He also holds the Chartered Financial Analyst designation.
Ehemalige bekannte Positionen von Gary Thomas Smart
| Unternehmen | Position | Ende |
|---|---|---|
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Gründer | 01.12.2019 |
| Smith Barney Asset Management | Corporate Officer/Principal | 28.02.1999 |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Portfolio Manager-Aktien | 31.12.1996 |
Ausbildung von Gary Thomas Smart
| University of Washington | Masters Business Admin |
| Brigham Young University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
| Smith Barney Asset Management | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
