Smith Group Asset Management

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Smith Group Asset Management Employees

Employee
Years
Job
Industry
Alexander Linn Alexander Linn Dallas/Fort Worth Area Details
Alexander Linn's Smith Group Asset Management Experience January 2011 - October 2014
Job Director at Ripple_Networks
Industry Information Technology and Services
Experience
Ripple_Networks   January 2014 - Present
City Surf Fitness   June 2013 - Present
Smith Group Asset Management   January 2011 - October 2014
American Airlines  June 2010 - December 2010
Greensleeves LLC  June 2009 - August 2009
Bluffview Wealth Management, LLC   January 2008 - May 2009

Skills
Financial Analysis, Financial Modeling, Market Research, Social Media Marketing, Customer Service, Marketing, Marketing Strategy, Start-ups, Angel Investing, Marketing Communications, Copywriting, Sales Management, Sales Process, Sales Presentations, Entrepreneurship, Leadership, Sales, Business Development, CRM, Management

Education
Southern Methodist University - Cox School of Business   2006 — 2010
BBA, Finance

Southern Methodist University   2006 — 2010
B.S., Economics

The London School of Economics and Political Science (LSE)   2008 — 2008
Summer Program, Development Economics and International Development

The Lawrenceville School   2002 — 2005

Arianna Krajcer Arianna Krajcer Houston, Texas Details
Arianna Krajcer's Smith Group Asset Management Experience June 2014 - October 2014
Job Clinical Specialist at Lombard Medical
Industry Medical Devices
Experience
Lombard Medical Technologies  January 2015 - Present
Smith Group Asset Management   June 2014 - October 2014
The Marketing Arm  January 2014 - May 2014
Tiffaney Dale Agency   June 2013 - September 2013
Global Basketball  March 2013 - August 2013
Southern Methodist University  August 2011 - April 2012
Texas Heart Institute & St. Lukes Hospital   July 2011 - July 2011

Skills
Facebook, Event Planning, Social Media Marketing, Marketing, Digital Marketing, Social Media, Public Relations, Photography, Email Marketing, Google Analytics, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Management, Marketing Strategy, Sports Marketing, Social Networking, Sports, Sports Management, Basketball, Research, Quality Control, Press Releases, Media Relations, AP Style, Digital Strategy, Outlook, Data Analysis, SnagIt, Digital Copywriting, Sponsorship Activation, Editing, Marketing Communications, Leadership Development, Sales, Medical Devices, Medical Technology

Education
Southern Methodist University   2010 — 2014
Bachelor of Science (B.S.) & Bachelor of Arts (B.A.), Sports Management & Markets and Culture

Bill Ketterer, CFA Bill Ketterer, CFA Dallas, Texas Details
Bill Ketterer, CFA's Smith Group Asset Management Experience January 2007 - Present
Job Portfolio Manager at Smith Group Asset Management
Industry Investment Management
Experience
Smith Group Asset Management   January 2007 - Present
Bank of America Private Bank  March 1999 - December 2006

Education
Miami University   1982 — 1986
Bachelor of Science (BS), Economics

The University of Dallas

The University of Texas at Dallas

University of California, San Diego

Jesse Carranza Jesse Carranza Dallas/Fort Worth Area Details
Jesse Carranza's Smith Group Asset Management Experience September 2011 - Present
Job Business Development Officer
Industry Financial Services
Experience
Smith Group Asset Management   September 2011 - Present
Morgan Stanley Smith Barney  March 2005 - September 2011
Morgan Stanley Smith Barney  August 2007 - March 2008
University of Georgia - Student Health Center Mental Health Clinic   August 1999 - August 2000
United States Army  January 1996 - June 1999

Skills
Series 7, Series 66, Asset Allocation, Uniform Combined State..., Financial Advisory, Series 63, Mutual Funds, ETFs, Alternative Investments, Strategic Financial..., Banking, Asset Management, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Equity Research, Strategy, Series 65, Securities, FINRA, Trading, Equities, Hedge Funds, Separately Managed..., Investment Management, Wealth Management..., Fixed Income, Retirement Planning

Education
Texas A&M University-Commerce   2001 — 2003
Bachelors of Business Administration, BBA

Ball High School

Ball High School

Kenneth Wallace Kenneth Wallace Dallas/Fort Worth Area Details
Kenneth Wallace's Smith Group Asset Management Experience June 2012 - Present
Job Director of Business Development at Smith Asset Management Group
Industry Investment Management
Experience
Smith Group Asset Management   June 2012 - Present
Wallace Investment Management & Research   March 2010 - June 2012
GuideStone Financial Resources  March 2006 - March 2010
Russell/Mellon  2001 - 2006

Skills
Asset Allocation, Mutual Funds, Financial Services, Asset Managment, Investments, Wealth Management, Contract Negotiation, Strategic Financial..., Strategic Planning, Management, Asset Management, Direct Sales, Alternative Investments, Institutional..., Institutional Sales

Education
Baylor University - Hankamer School of Business   1992 — 1996
BBA, Management and Accounting

Stuart Greenfield Stuart Greenfield Dallas/Fort Worth Area Details
Stuart Greenfield's Smith Group Asset Management Experience 2001 - 2002
Job Portfolio Manager Prinicpal at Greenfield Seitz Capital Management
Industry Investment Management
Experience
Greenfield Seitz Capital Management   2002 - Present
Smith Group Asset Management   2001 - 2002
Bear Stearns  2000 - 2001
DLJ  1998 - 2000
Luther King Capital Management  1996 - 1998

Education
Texas Christian University - M.J. Neeley School of Business   1994 — 1998
Finance

Kullen Kifer, CFA Kullen Kifer, CFA Austin, Texas Details
Kullen Kifer, CFA's Smith Group Asset Management Experience January 2010 - December 2010
Job CFO at Tiff's Treats Cookie Delivery
Industry Retail
Experience
Tiff's Treats  February 2012 - Present
Austin Acquisitions, LLC   January 2011 - December 2011
First Turn Strategies, LLC   January 2011 - December 2011
Smith Group Asset Management   January 2010 - December 2010
Tiff's Treats  2001 - December 2010
Cimarron Asset Management, LLC   August 2009 - January 2010
MBA Investment Fund, LLC  2007 - 2009
Banc of America Securities  August 2003 - June 2007

Skills
Financial Modeling

Education
The University of Texas at Austin - Red McCombs School of Business   2007 — 2009
MBA, Finance

The University of Texas at Austin   1999 — 2003

The University of Texas at Austin - Red McCombs School of Business   1999 — 2003
BBA, Business Finance

Paul Dorasil Paul Dorasil Dallas/Fort Worth Area Details
Paul Dorasil's Smith Group Asset Management Experience April 2008 - March 2009
Job Senior Quantitative Database Analyst at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide  July 2015 - Present
Nationstar Mortgage  November 2013 - July 2015
Ocwen Financial Corporation  February 2013 - November 2013
Ally Financial Inc.  May 2012 - February 2013
Thomson Reuters  January 2012 - May 2012
Chegg  December 2010 - March 2012
University of Florida  August 2009 - August 2011
Smith Group Asset Management   April 2008 - March 2009
Fidelity Investments  May 2007 - December 2007
National Center for Policy Analysis  May 2006 - August 2006

Skills
Visual Basic, FoxPro, Economics, Research, SAS, Microsoft Excel, Econometrics, Microsoft Office, Statistical Modeling, PowerPoint, Data Analysis, Microsoft Word, Strategy, Leadership, Analytics, Microsoft SQL Server, R, Stata

Education
University of Florida   2009 — 2011
MA, Economics

The University of Texas at Arlington   2004 — 2007
Bachelors of Science, Economics

Ty Sanders Ty Sanders San Antonio, Texas Area Details
Ty Sanders's Smith Group Asset Management Experience 2006 - 2009
Job Director of Institutional Services
Industry Financial Services
Experience
Matterhorn Capital Management, LLC   June 2014 - Present
Atlas Efficiency Solutions  March 2009 - Present
Covenant Multifamily Offices   February 2012 - December 2012
Evermore Global Advisors   April 2010 - January 2012
Smith Group Asset Management   2006 - 2009
Envestnet Asset Mgt   2003 - 2006
Lockwood Financial Services   2000 - 2003
Ohio Environmental Protection Agency  1993 - 1996
Raytheon  1991 - 1993

Skills
Investments, Mutual Funds, Wealth Management, Asset Management, Sales Management, Risk Management, Small Business, Management, Investment Management, Finance, Leadership, Financial Advisory, Business Planning, Customer Service, Customer Relations

Education
Texas State University   1996 — 1998
MBA, Finance

The Ohio State University   1985 — 1990
BS, Natural Resources

Luci Neumann Luci Neumann Dallas/Fort Worth Area Details
Luci Neumann's Smith Group Asset Management Experience May 2013 - Present
Job CFO/CCO Smith Asset Management Group
Industry Financial Services
Experience
Smith Group Asset Management   May 2013 - Present
Life in the Trinity Ministry   August 2008 - December 2014
Integra Hospital Management   2007 - 2008
Baylor Institute for Rehabilitation  2003 - 2007

Skills
Program Development, Strategic Planning, Consulting

Education
University of Texas at Dallas - Naveen Jindal School of Management   1992 — 1997
MBA, Business

Texas Woman's University   1984 — 1987
BS, Physical Therapy

Royce W. Medlin, CFA, CAIA Royce W. Medlin, CFA, CAIA Dallas/Fort Worth Area Details
Royce W. Medlin, CFA, CAIA's Smith Group Asset Management Experience January 2006 - December 2010
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management  January 2011 - Present
Smith Group Asset Management   January 2006 - December 2010
Belmont Wealth Management   January 2002 - January 2006
U.S. Trust   December 1992 - January 2002

Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Hedge Funds, Investments, Financial Modeling, Investment Strategies, Fixed Income

Education
Texas Christian University - M.J. Neeley School of Business   1989 — 1991
MBA

Texas Tech University   1984 — 1988
BS, International Trade

John Dehart John Dehart Rockford, Illinois Area Details
John Dehart's Smith Group Asset Management Experience October 2007 - March 2009
Job 2nd Vice President, Investment Solutions Group at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management  July 2012 - Present
United Capital Financial Partners, Inc  December 2010 - June 2012
Smith Group Asset Management   October 2007 - March 2009
Envestnet Asset Management  February 1998 - September 2007

Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Investments, Financial Advisory, Risk Management, Alternative Investments, Series 7

Education
Northern Illinois University   1994 — 1997
Bachelor of Science (BS), Accounting and Finance

Stephanie Jones Stephanie Jones Dallas/Fort Worth Area Details
Stephanie Jones's Smith Group Asset Management Experience February 2010 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Smith Group Asset Management   February 2010 - Present
Cimarron Asset Management   November 2006 - January 2010
Mercer Human Resource Consulting  2001 - 2007
SCA Consulting  May 1999 - October 2001
Halliburton  1995 - 1997
Price Waterhouse  1992 - 1995

Skills
Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Accounting, Executive Pay, Due Diligence, Management Consulting, Equities, Investments

Education
Southern Methodist University - Cox School of Business   1997 — 1999
MBA, Finance

Texas A&M University   1988 — 1992
BBA, Accounting

Jo Batson Jo Batson Madison, Alabama Details
Jo Batson's Smith Group Asset Management Experience June 2007 - Present
Job Controller at Smith Group Asset Management
Industry Investment Management
Experience
Smith Group Asset Management   June 2007 - Present
Intergraph  February 1990 - June 1995
Peat Marwick  September 1988 - February 1990

Skills
Self Motivated, Detail Oriented, Highly Organized &..., Experienced in Fiancial..., Work Well with Others

Education
Auburn University   1984 — 1988
Bachelor of Science in Business Administration, Accounting