Emily Smith Email & Phone Number

Director of Wealth Strategy @ Evolve Private Wealth

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Emily Smith Location

New York, NY, US

Emily Smith Work

2026 - now Director of Wealth Strategy @ Evolve Private Wealth
2020 - 2026 Director of Financial Planning @ Williams Jones Wealth Management
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2018 - 2020 Senior Financial Planner @ Williams Jones Wealth Management
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2016 - 2018 Wealth Strategist - Financial Planner @ Lenox Wealth Advisors
2011 - 2016 Associate Wealth Manager @ BNY Wealth
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2008 - 2011 Senior Account Funding Specialist @ BNY Wealth
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2008 - 2008 Private Wealth Management Intern @ BNY Wealth
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Emily Smith Education

New York University
School of Continuing and Professional Studies, Certificate in Financial Planning
2013 - 2015
New York Banker's Association
(Trust and Estate Administration School)
2014 - 2014
Fordham University
B.A. (Business Administration)

Emily Smith Skills

Hedge Funds
Portfolio Management
Securities

Mutual Funds
Leadership
CRM
Bloomberg
Management
Investments
Alternative Investments

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Emily Smith Summary

Emily Smith, based in New York, NY, US, is currently a Director of Wealth Strategy at Evolve Private Wealth. Emily Smith brings experience from previous roles at Williams Jones Wealth Management, Lenox Wealth Advisors and BNY Mellon Wealth Management. Emily Smith holds a 2013 - 2015 School of Continuing and Professional Studies, Certificate in Financial Planning @ New York University. With a robust skill set that includes Hedge Funds, Portfolio Management, Securities, Mutual Funds, Leadership and more. Emily Smith has 6 emails and 4 mobile phone numbers on RocketReach.

Emily Smith Emails

Found 6 emails

Emily Smith Phone Numbers

Found 6 phone numbers

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Others Named Emily Smith

Emily Smith

Senior Vice President Marketing at Crimson Education

Oakland, CA, US
2
- yahoo.com
- toptal.com
5+
- +1 415-497-XXXX
- +1 904-739-XXXX
- +1 817-713-XXXX
- +1 415-580-XXXX
- +1 650-342-XXXX
- +1 213-804-XXXX
Emily Smith

Managing Director, Corporate Development at NTT DATA

Charlotte, NC, US
4
- gmail.com
- nttdata.com
- nttdata.co.jp
- nttdata.com.cn
5
- +1 281-989-XXXX
- +1 704-936-XXXX
- +1 517-304-XXXX
- +1 704-936-XXXX
- +1 704-726-XXXX
Emily Smith

Chief Operating Officer at exida.com

Perkasie, PA, US
2
- exida.com
- gmail.com
5
- +1 215-453-XXXX
- +1 267-261-XXXX
- +1 215-257-XXXX
- +1 215-453-XXXX
- +1 215-431-XXXX
Emily Treger

Founder and CEO at NUFYX®

Los Angeles, CA, US
1
- nufyx.com
1
- +1 714-474-XXXX

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Top Evolve Private Wealth Employees

Zico Parmar

Chief Operating Officer at Evolve Private Wealth

United States
3
- gmail.com
- yahoo.com
- evolvepw.com
3
- +1 510-329-XXXX
- +1 510-329-XXXX
- +1 516-873-XXXX
Jonathan Lewis

Managing Partner at Evolve Private Wealth

Los Angeles, CA, US
3
- yahoo.com
- live.com
- evolvepw.com
4
- +1 424-500-XXXX
- +1 305-987-XXXX
- +1 914-473-XXXX
- +1 310-446-XXXX
Emily Smith

Director of Wealth Strategy at Evolve Private Wealth

New York, NY, US
5+
- gmail.com
- yahoo.com
- hotmail.com
- aol.com
- charter.net
- twcny.rr.com
5+
- +1 330-676-XXXX
- +1 330-240-XXXX
- +1 646-662-XXXX
- +1 503-819-XXXX
- +1 724-452-XXXX
- +1 917-922-XXXX
Armen Kesian

Client Relationship Manager at Evolve Private Wealth

Los Angeles, CA, US
3
- +1 626-710-XXXX
- +1 626-568-XXXX
- +1 626-298-XXXX
America Henriquez

Associate at Evolve Private Wealth

Los Angeles, CA, US
1
- evolvepw.com
2
- +1 424-500-XXXX
- +1 424-500-XXXX
Joshua S.

Client Administrator at Evolve Private Wealth

Los Angeles, CA, US
1
- evolvepw.com
Evan Richardson

Senior Associate, Client Operations at Evolve Private Wealth

Inglewood, CA, US
1
- evolvepw.com
1
- +1 310-672-XXXX

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