![Greg J. Smith](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>)
Mr. Greg J.
Smith is a Director at Mission Wealth Management LLC.
In 2003, he joined Mission Wealth Management.
Mr. Smith began his financial career in 1979 as a tax accountant with the international firm of Ernst & Young.
Over the past 14 years, he has been affiliated with numerous tax and financial services firms including New York Life, SunAmerica Securities, and Centaurus Financial Inc.
Mr. Smith received his undergraduate degree from the University of California, Santa Barbara.
| Bedrijven | Functie | Einde |
|---|---|---|
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Corporate Officer/Principal | - |
George J. Harris & Associates
 George J. Harris & Associates Insurance Brokers/ServicesFinance Operates insurance agency | Corporate Officer/Principal | - |
Mission Wealth Management LP
 Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Corporate Officer/Principal | - |
Actief
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Beursgenoteerde bedrijven
Bedrijven in privébezit
| Bedrijven in privébezit | 4 |
|---|---|
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Commercial Services |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
George J. Harris & Associates
George J. Harris & Associates Insurance Brokers/ServicesFinance Operates insurance agency | Finance |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Finance |
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