Henley Smith Email & Phone Number
Executive Vice President and Senior Relationship Manager @ StoneCastle
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Henley Smith Location
- Easton, CT, US
Henley Smith Work
- 2017 -now Executive Vice President and Senior Relationship Manager @
- 2015 -2017 Senior Vice President and Senior Relationship Manager @
- 2014 -2015 Senior Director-Investments @
- 2009 -2014 Chief Investment Officer @ Commonwealth Asset Management LLC
- 2008 -2009 Fixed Income Product and Market Consultant @ The Riderwood Group
- 2007 -2008 Chief Investment Officer @
- 1987 -2006 Chief Investment Officer @
- 1982 -1987 Vice President, Taxable Fixed Income @
- 1978 -1982 Assistant Vice President @
Henley Smith Education
- Saint Lawrence University
BS (Economics)
1974-1978
Henley Smith Skills
- Fixed Income
- Investments
- Portfolio Management
- Financial Services
- Investment Strategies
- Asset Allocation
- Financial Advisory
- Fixed Income Strategies
- Relationship Management
- Tax-Efficient Strategies
- Wealth Management Services
- Wealth-Preservation Strategies
- Marketing
- Due Diligence
- Equity Research
- Financial Modeling
- Management
- Wealth Management
- Finance
- Executive Management
- Funding
- Cash Flow Management
- Asset Management
- Alternative Investments
- Capital Markets
- Private Equity
- Investment Management
- Venture Capital
- Bloomberg
- Mergers & Acquisitions
- Marketing Strategy
- Wealth Preservation Strategies
- Product Management
- Mergers and Acquisitions
- Tax Efficient Strategies
- Derivatives
- Equities
- Business Development
Henley Smith Summary
- Henley Smith, based in Easton, CT, US, is currently a Executive Vice President and Senior Relationship Manager at StoneCastle. Henley Smith brings experience from previous roles at Vanderbilt Ave. Asset Management, Oppenheimer & Co. Inc., Commonwealth Asset Management LLC and The Riderwood Group. Henley Smith holds a 1974 - 1978 BS in Economics @ Saint Lawrence University. With a robust skill set that includes Fixed Income, Investments, Portfolio Management, Financial Services, Investment Strategies and more. Henley Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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