Brian Smith

Vice President Financial Technology and Operations

Brian Smith joined the firm in 2022 and serves as a vice president. Brian ensures client portfolios reflect accurate investment activity, holdings, asset pricing and relevant account-specific information. He is also responsible for the procedures and applications used downstream, as well as the system/process improvement goals and objectives for the Investment Operations function.

Prior to joining the firm, Brian served as a solutions architect and senior implementation consultant for SS&C Technologies.

In his free time Brian enjoys learning to cook, biking around the city, discovering the Portland food scene and exploring his adopted home of the Pacific Northwest with his two dogs.