Henley L Smith

Senior Vice President and Senior Relationship Manager

Name variants:
Henley Smith

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Contact Information

Last Update
Jul 3, 2022
Email
hs**@commonwealth-mp.com, he**@hotmail.com, he**@aol.com
Location
Bridgeport, CT

Workplace

StoneCastle Partners, LLC
Senior Vice President and Senior Relationship Manager

New York, NY

Industry

Financial Services

Work History

Senior Vice President and Senior Relationship Manager

152 west 57Th St, New York, NY 10019
from Sep 2017

Senior Vice President

410 Park Ave, New York, NY 10022
Vanderbilt Avenue Asset Management is 100% owned by our active employees. Everyone from senior management to the administrative staff has an equity stake in the success of Vanderbilt Avenue ...
Sep 2015 — Aug 2017

Senior Director-Investments

85 Broad St, New York, NY 10004
Private Client/Wealth Management Group
Aug 2014 — Aug 2015

Chief Investment Officer

Gabelli Family Office Investment Platform Portfolio/Relationship Management--Taxable Fixed Income, SMA
May 2009 — Jan 2014

Fixed Income Product and Market Consultant

Nov 2008 — May 2009

Chief Investment Officer

140 east 45Th St FLOOR 37, New York, NY 10017
Portfolio/Relationship Management--Taxable Fixed Income, SMA
Jan 2007 — Mar 2008

Chief Investment Officer

Portfolio/Relationship Management--Taxable Fixed Income, SMA/'40 Act Funds
Sep 1987 — Dec 2006

Vice President, Taxable Fixed Income

Portfolio Management--Taxable Fixed Income Relationship Management--Taft-Hartley Plans
Sep 1982 — Aug 1987

Assistant Vice President

453 7Th St, Des Moines, IA 50309
Relationship Management--ERISA Defined Benefit/Contribution Plans
Jun 1978 — Aug 1982

Occupations

Executive
Senior Vice President
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Chief Administrative Officer
Manager
Vice President
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Operations Manager

Skills

Fixed Income
Investments
Portfolio Management
Asset Management
Financial Services
Private Equity
Financial Modeling
Alternative Investments
Investment Strategies
Asset Allocation
Equity Research
Due Diligence
Financial Advisory
Management
Investment Management
Finance
Wealth Management
Venture Capital
Executive Management
Capital Markets
Mergers and Acquisitions
Funding
Bloomberg
Marketing
Cash Flow Management
Fixed Income Strategies
Relationship Management
Tax Efficient Strategies
Wealth Management Services
Wealth Preservation Strategies
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