Gerard Michael
Oprichter bij Smartleaf, Inc.
Profiel
Gerard Michael was the founder of Smartleaf, Inc. (founded in 1999) and Smartleaf Asset Management LLC (founded in 2014), where he held the title of President.
Mr. Michael is also the founder of Crimson & Brown Associates, Inc. He received an undergraduate degree from the University of Wisconsin.
Actieve functies van Gerard Michael
| Bedrijven | Functie | Begin |
|---|---|---|
Smartleaf, Inc.
 Smartleaf, Inc. Packaged SoftwareTechnology Services Smartleaf, Inc. develops software and data services to financial institutions. It helps wealth management firms, banks, registered investment advisors and broker/dealers. The company was founded by John de Souza, Jim Taylor, Mark Nitzberg and Gerard Michael in 1999 and is headquartered in Cambridge, MA. | Oprichter | 01-01-1999 |
Smartleaf Asset Management LLC
 Smartleaf Asset Management LLC Investment ManagersFinance Part of Smartleaf, Inc., Smartleaf Asset Management LLC is a SEC-registered investment advisor based in Boston, MA. Smartleaf Asset Management leverages Smartleaf's software to automate the management of unified managed accounts, providing automated tax-managed, index-based separately managed accounts to its clients. The company was founded in 2014 by Gerard Michael. | Oprichter | 01-06-2014 |
Eerdere bekende functies van Gerard Michael
| Bedrijven | Functie | Einde |
|---|---|---|
| Crimson & Brown Associates, Inc. | Oprichter | - |
Opleiding van Gerard Michael
| University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Smartleaf, Inc.
Smartleaf, Inc. Packaged SoftwareTechnology Services Smartleaf, Inc. develops software and data services to financial institutions. It helps wealth management firms, banks, registered investment advisors and broker/dealers. The company was founded by John de Souza, Jim Taylor, Mark Nitzberg and Gerard Michael in 1999 and is headquartered in Cambridge, MA. | Technology Services |
| Crimson & Brown Associates, Inc. | |
Smartleaf Asset Management LLC
Smartleaf Asset Management LLC Investment ManagersFinance Part of Smartleaf, Inc., Smartleaf Asset Management LLC is a SEC-registered investment advisor based in Boston, MA. Smartleaf Asset Management leverages Smartleaf's software to automate the management of unified managed accounts, providing automated tax-managed, index-based separately managed accounts to its clients. The company was founded in 2014 by Gerard Michael. | Finance |
