Brad Smithy Email & Phone Number

Founding Partner @ Elevation Point

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Brad Smithy Location

Palm Beach Gardens, FL, US

Brad Smithy Work

2024 - now Founding Partner @ Elevation Point
2023 - 2024 Managing Director, Market Executive, Florida Market @ UBS Group AG
2020 - 2023 Member of the WM USA Operating Committee @ UBS Group AG

2020 - 2023 Managing Director, Divisional Director, WMA Client Advisory Group Central at UBS Financial Services @ UBS Group AG
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2016 - 2020 Member of the WM USA Management Committee @ UBS Group AG
2016 - 2020 Managing Director, Divisional Director, WMA Client Advisory Group Southeast @ UBS Group AG
2013 - 2016 Managing Director, Regional Director, Southeast Region @ UBS Group AG
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2009 - 2013 Managing Director, Complex Director, Florida East Coast Complex @ UBS Group AG
2005 - 2009 Complex Director, Palm Beach, FL @ MERRILL LYNCH
2003 - 2005 Complex Director, Red Bank, NJ @ MERRILL LYNCH

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Brad Smithy Education

University of Florida
BSBA, Finance, General (Finance, General)
1985 - 1989

Brad Smithy Summary

Brad Smithy, based in Palm Beach Gardens, FL, US, is currently a Founding Partner at Elevation Point. Brad Smithy brings experience from previous roles at UBS. Brad Smithy holds a 1985 - 1989 BSBA, Finance, General in Finance, General @ University of Florida. Brad Smithy has 1 emails and 6 mobile phone numbers on RocketReach.

Brad Smithy Emails

Found 1 emails

@elevationpoint.com

Brad Smithy Phone Numbers

Found 6 phone numbers

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Top Elevation Point Employees

Michael Sabre

Chief Compliance Officer and Chief Operating Officer at Elevation Point

Minneapolis, MN, US
1
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4
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Melinda Brodbeck

Managing Director, Marketing and Communications at Elevation Point

New York, NY, US
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John Borash

Vice President, Corporate Development at Elevation Point

Minneapolis, MN, US
2
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- elevationpoint.com
Robert Tamarkin

Founding Partner at Elevation Point

Alpharetta, GA, US
1
- elevationpoint.com
Zachary Slater

Director, Portfolio Manager at Elevation Point

Denver, CO, US
2
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5
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Ryan Tabris

VP, CRM Operations at Elevation Point

Salt Lake City, UT, US
2
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3
- +1 954-907-XXXX
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- +1 717-358-XXXX
Christopher Snyder

Director, Portfolio Manager and Manager Due Diligence at Elevation Point

Denver, CO, US
2
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- elevationpoint.com
5
- +1 720-435-XXXX
- +1 651-307-XXXX
- +1 215-699-XXXX
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Diana Bengtson

Director, Transition Services at Elevation Point

New York, NY, US
1
- elevationpoint.com
3
- +1 908-791-XXXX
- +1 908-963-XXXX
- +1 908-561-XXXX
Lara Galloway

Advisor Coaching and Development at Elevation Point

Nashville, TN, US
2
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- elevationpoint.com
5+
- +1 519-990-XXXX
- +1 248-379-XXXX
- +1 248-385-XXXX
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Ryan Kimbrel

Investment Analyst at Elevation Point

Saint Paul, MN, US
1
- elevationpoint.com
4
- +1 612-334-XXXX
- +1 612-239-XXXX
- +1 952-933-XXXX
- +1 279-234-XXXX

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