Fundraising Fox

Marshall Smith

Investor at Steamwork Ventures

About

Finance and wealth management executive with 15 years of industry experience and 5 years as a general partner in fund management. Successfully scaled a registered investment advisor from $250 million to $1.3 billion in assets. Specializes in compliance, operations, trading, and investment strategy, and works as a fractional COO building teams and sales strategies.

Colleagues at Steamwork Ventures