![Gary Thomas Smart](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
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.
Eerdere bekende functies van Gary Thomas Smart
| Bedrijven | Functie | Einde |
|---|---|---|
Freestone Capital Management LLC
 Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Oprichter | 01-12-2019 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 28-02-1999 |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities. | Portefeuillebeheerder-Aandelen | 31-12-1996 |
Opleiding van Gary Thomas Smart
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
75
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities. | Finance |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
