John C. Smith

Finance

Consumer Services

Profile

Mr. John C.
Smith is a Managing Director & Principal at Banyan Partners LLC.
Prior to joining Banyan Partners, he was a Director of Wealth Management at Calamos Investments.
He has extensive years of experience as an investment and wealth management professional.
His previous experience includes serving as a Vice President / Senior Account Executive with Fidelity Investments in Naples.
During his 14 years at Fidelity, Mr. Smith assisted clients with a minimum of $3 million at the firm, totaling just under $1.5 billion in assets.
He also served as Senior Vice President of Private Capital Management.
At PCM, he worked extensively with family offices, endowments, institutional investors and individuals.
Mr. Smith received his B.S.
in Finance from Brigham Young University and serves in several local community based youth programs.

Former positions of John C. Smith

Companies	Position	End
Banyan Partners LLC Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.	Portfolio Manager-Equities	2012-06-30
Private Capital Management LLC (Colorado) Private Capital Management LLC (Colorado) Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2000 and is a wholly-owned subsidiary of Independent Bank, which in turn is wholly-owned by Independent Bank Group, Inc. (NASDAQ: IBTX). PCM provides portfolio management and financial planning advisory services to individuals, businesses, corporate pension and profit-sharing plans, charitable institutions, trusts, estates and foundations.	Corporate Officer/Principal	-
FMR LLC FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.	Corporate Officer/Principal	-

See the detail of John C. Smith's experience

Training of John C. Smith

Brigham Young University

Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies