Greg Smith
Founder & Principal at GES Investment Services | Charlotte Metro
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Greg Smith, as the Founder and Principal of GES Investment Services, brings a wealth of multi-disciplinary executive experience to the table, particularly in business development and investment management. His expertise spans both domestic and international markets, making him a pivotal figure in navigating the complexities of the global financial landscape. With a strong focus on risk management, Greg has successfully led initiatives that enhance portfolio construction and investment strategies, ensuring robust asset management practices that align with client objectives.
In his current role, Greg provides interim and fractional executive services, stepping into critical leadership positions such as CEO, COO, and CIO. His hands-on approach allows organizations to leverage his extensive knowledge in retail financial services, where he has been instrumental in driving growth and innovation. Notably, Greg's work on key projects often involves developing tailored investment solutions that cater to diverse client needs, whether in retirement planning or securities investments.
Greg's proficiency in international marketing, coupled with his fluency in Spanish and Brazilian Portuguese, enables him to effectively engage with a broad spectrum of clients and stakeholders across various markets. His ability to build businesses, people, and portfolios has made him a sought-after expert witness in the retail financial services industry, where he provides invaluable insights that help shape best practices and regulatory compliance. Through his leadership at GES Investment Services, Greg continues to influence the investment landscape, fostering sustainable growth and strategic partnerships that drive success for his clients.
Founder & Principal at GES Investment Services in January 2019 to Present
Founder & Principal at GES Corporate Services in January 2019 to Present
Senior Managing Director at Horizon Investments in August 2016 to December 2018
Owner/Principal at The Immersion Group in June 2009 to August 2016
Vice President at TIAA-CREF Life Insurance Company in May 2005 to June 2009
President & Board Member at Sunset Financial Services Inc. in February 1995 to May 2005
Vice President at Kansas City Life Insurance in January 1995 to January 2005
International Director at Citizens Insurance Company of America in January 1992 to January 1994
Vice President at Fidelity Equity Services in January 1985 to January 1992
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Executive Management
Leadership
New Business Development
International Marketing
Investment Analysis
Product Development
Portfolio construction
Investment Strategies
Latin America
Spanish
Brazilian Portuguese
Alternative Investments
Portfolio Management
Retirement
Management
Strategic Planning
Mutual Funds
Wealth Management
Asset Management
Investments
Valuation
Securities
CRM
Financial Services
Risk Management
Asset Allocation
Retirement Planning
Equities
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Discover more about GES Investment ServicesWhat is Greg Smith email address?
Email Greg Smith at [email protected] and [email protected]. This email is the most updated Greg Smith email found in 2026.
What is Greg Smith phone number?
Greg Smith phone number is +17047785318 and +12515107782.
How to contact Greg Smith?
To contact Greg Smith send an email to [email protected] or [email protected]. If you want to call Greg Smith try calling on +17047785318 and +12515107782. (updated on October 29, 2024)
What company does Greg Smith work for?
Greg Smith works for GES Investment Services
What is Greg Smith's role at GES Investment Services?
Greg Smith is Founder & Principal
What industry does Greg Smith work in?
Greg Smith works in the Financial Services industry.
Greg Smith Email Addresses
Greg Smith Phone Numbers
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