Profile
Ms. Leslie K.
Smith is Chief Financial Planning Officer at Chevy Chase Trust Co.
Prior to joining Chevy Chase Trust, Ms. Smith held the position of Managing Director at Citi Private Bank managing the Washington, DC office.
Previous to Citi Private Bank, she was a Managing Director of U.S.
Trust Company responsible for the management of the Washington, DC and Tysons Corner, Virginia offices.
Her responsibilities at both organizations also included providing financial, estate planning and fiduciary services to clients.
Before moving into the wealth management industry, Ms. Smith spent 19 years at the law firm of Shaw Pittman Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman), where she headed the Trusts and Estates practice.
Ms. Smith received her undergraduate degree and Juris Doctor from the University of Georgia.
Former positions of Leslie K. Smith
| Companies | Position | End |
|---|---|---|
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
| Shaw Pittman Potts & Trowbridge | Corporate Officer/Principal | - |
Training of Leslie K. Smith
| University of Georgia | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
| Shaw Pittman Potts & Trowbridge | Commercial Services |
- Stock Market
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- Leslie K. Smith
