Where does Brian Smith work?

Brian Smith is Partner at Montauk TriGuard.

Where did Brian Smith go to school?

Brian Smith studied at American College of Sofia; Colgate University (High Honors in Mathematical Economics, Minor in Computer Science).

Brian Smith

Investor

Partner at Montauk TriGuard

Dallas, Texas, United States

About

Senior Advisor and Co-Founder of Montauk TriGuard, and General Partner and Founder of Montauk Advisors, L.L.C., the advisor for the Predecessor Funds. An institutional investor for over 20 years with prior roles at Travelers Insurance and Sterling Grace Capital Management. Holds an MBA and BBA from the University of Texas at Austin and is a CFA charterholder and CPA (inactive).

Contact· self-published, not guessed

b•••@triguardpartners.comreveal

Experience

Lovell Minnick Partners LLCHead of Capital Markets, Principalcurrent2026 — presentNew York, New York, United States
Lovell Minnick Partners LLCPrincipal2022 — 2025New York, New York, United States
Lovell Minnick Partners LLCVice President2017 — 2021New York, New York, United States
BroadstoneBoard Membercurrent2025 — present
W1M Wealth & Investment ManagementBoard Membercurrent2023 — present
re:MembersBoard Membercurrent2022 — present
Engage People Inc.Board Membercurrent2022 — presentToronto, Ontario, Canada
Charles TaylorBoard Member2022 — 2025Greater London, England, United Kingdom
Fadata GroupBoard Member2021 — 2023
UBSDirector2015 — 2017New York, New York
Oak Hill CapitalAssociate2012 — 2015Greater New York City Area
Morgan StanleyAnalyst2010 — 2012New York City Metropolitan Area

Skills & more

Financial Modeling4Financial Services2Valuation4Private Equity3Investment Banking3Capital Markets4Due Diligence1Mergers & Acquisitions1Investments2Corporate Finance1Financial Analysis1

Languages Bulgarian · Spanish

From Brian's professional profile.

Colleagues at Montauk TriGuard

Eric Becker

Principal & CFO at Montauk TriGuard

Ronn Cornelius

Co-Founder & Managing Partner at Montauk TriGuard

Samuel Tang

Co-Founder & Managing Partner at Montauk TriGuard

Sean Gessay

Principal & CCO at Montauk TriGuard

Frequently asked questions

Who is Brian Smith?: Senior Advisor and Co-Founder of Montauk TriGuard, and General Partner and Founder of Montauk Advisors, L.L.C., the advisor for the Predecessor Funds. An institutional investor for over 20 years with prior roles at Travelers Insurance and Sterling Grace Capital Management. Holds an MBA and BBA from the University of Texas at Austin and is a CFA charterholder and CPA (inactive).
Where does Brian Smith work?: Brian Smith is Partner at Montauk TriGuard.
Where did Brian Smith go to school?: Brian Smith studied at American College of Sofia; Colgate University (High Honors in Mathematical Economics, Minor in Computer Science).