Julia Smith
InvestorTechnical Analyst at Alpha Investment Office (AlphaIO)
New York, New York, United States
About
An investment professional with 20 years of experience in wealth management, trading and portfolio construction, having worked at Arthur Andersen, Merrill Lynch, UBS, Credit Lyonnais and Rathbone Brothers. She holds an MSc in Investment Management.
Experience
- Self-employedFarmer-Entrepreneurcurrent2022 — presentHunterdon County, NJ, USA
- Esquire Prep, LLCPresidentcurrent2005 — present
- Euclidean Capital LLCGeneral Counsel2019 — 2022Greater New York City Area
- Redwood Capital Management, LLCGeneral Counsel2011 — 2019Greater New York City Area
- Cadogan Management, LLCCounsel & Director of Operational Risk2006 — 2010
- White & CaseAssociate, Mergers & Acquisitions,1999 — 2004
- Sales Vincent GeorgesLegal Intern1993 — 1994
- ChanelStagiaire1992
Skills & more
Private Equity4Hedge Funds16Corporate Finance14Joint Ventures12Corporate Governance12Due Diligence10Mergers & Acquisitions9Private Placements7Corporate Law7Commercial Litigation6Valuation4Finance4
+4 more
InvestmentsRestructuringAcquisitionsInvestment ManagementFrom Julia's professional profile.
Colleagues at Alpha Investment Office (AlphaIO)
Anthony Bull
Board Adviser at Alpha Investment Office (AlphaIO)
Chris Darbyshire
Chief Investment Officer at Alpha Investment Office (AlphaIO)
Chris Edmeades
Regulatory Compliance, Risk & Governance at Alpha Investment Office (AlphaIO)
Stefano Del Federico
Founder & CEO, Chartered Wealth Manager at Alpha Investment Office (AlphaIO)
Frequently asked questions
- Who is Julia Smith?
- An investment professional with 20 years of experience in wealth management, trading and portfolio construction, having worked at Arthur Andersen, Merrill Lynch, UBS, Credit Lyonnais and Rathbone Brothers. She holds an MSc in Investment Management.
- Where does Julia Smith work?
- Julia Smith is Technical Analyst at Alpha Investment Office (AlphaIO).
- Where did Julia Smith go to school?
- Julia Smith studied at Northwestern University - Kellogg School of Management (MBA, Finance; Organizational Behavior); Northwestern University Pritzker School of Law (JD); Denison University (BA, Political Science & French).
Same school
Also attended Northwestern University - Kellogg School of Management755
Jenny LeeSenior Managing Partner at Granite AsiaKunal BahlCo-founder of Snapdeal; co-founder of Titan CapitalCristina JunqueiraCo-founder of NubankAndy FligelSenior Managing Director at Intel CapitalDavid Clark GuillermoInvestments at Impact America FundGiuseppe DonvitoPartner at P101 Ventures
+ 749 more
Also attended Northwestern University Pritzker School of Law56
Jon EideManaging Partner & Chief Operating Officer at Echo Health VenturesJennifer HsiehDirector, Compliance at Deerfield Management CompanyMiles KilburnManaging Partner at Mosaik PartnersEyal KarshHead of American Family Ventures at American Family VenturesGabe GreenbaumGeneral Partner at B4 CapitalLauren DanielChief Compliance Officer and General Counsel at 5AM Ventures
+ 50 more
Also attended Denison University40
Liz WesthouseHead of Community & Partnerships, Rise of the Rest at RevolutionAlex ConstantinopleChief Marketing Officer at GreycroftCatie MerrickDirector, Executive Talent Network at JMI EquityChrisInvestor at Perceptive Ventures Management Company, LlcGrace SchattnerChief of Staff at TitletownTechJoe MaxwellManaging Partner at FINTOP Capital
+ 34 more
Also attended Princeton Day School19
John DennyVP, eCommerce & Digital at CAVU Consumer PartnersEvan FuAssociate at DFJAllison PazInvestor at Reign VenturesScott FeldmanInvestor at Susquehanna Growth EquityPeter BordesManaging Partner at Trajectory VenturesSethPresident and Chief Executive Officer at Terra Firma Capital Corporation
+ 13 more
Shared employers
Also worked at Redwood Capital Management, LLC1
Also worked at White & Case45
John HornbostelCounsel at Medical Excellence CapitalYuki ShiratoSenior Advisor at Pangaea Ventures Us Inc.Scott BirnbaumFounder and Managing Partner at Red Sea VenturesGinny CurleyTalent Operations Manager at SignalFireTomi AsantiManaging Partner, Real Estate at Innovestor VenturesNicole ConnerPartner at Airbus Ventures
+ 39 more
Also worked at Chanel17
Maclean LiottaSenior Associate at True Beauty VenturesMariana CarranzaExecutive Assistant at IGNIASarah KunstFounder & GP at Cleo CapitalAude LapillonneInvestment Director at IsaiIman KhalilPARTNERSHIPS COORDINATOR MENA at SeedstarsZoia KozakovHead of Digital Strategy & Insights @ Fortune 250 Luxury Company at Lalotte Ventures
+ 11 more