David Smith

Chief Investment Officer at INDEPENDENT BANK CORP.

Finance

Consumer Services

Commercial Services

Profile

David B. Smith is Chief Investment Officer & Executive VP at Independent Bank Corp.
(Massachusetts).
Mr. Smith is a Member of CFA Institute.
Mr. Smith is a Member of The Boston Security Analysts Society, Inc. Former positions include Managing Director-Real Estate Securities at The Tuckerman Group LLC, Senior Vice President at Mellon Growth Advisors LLC, and Principal at State Street Investment Management.
Education includes undergraduate studies at the University of Massachusetts and graduate studies at Sawyer Business School.

David Smith active positions

Companies	Position	Start
INDEPENDENT BANK CORP.	Chief Investment Officer	-
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
The Boston Security Analysts Society, Inc. The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals	Corporate Officer/Principal	-

All active positions of David Smith

Former positions of David Smith

Companies	Position	End
State Street Global Advisors State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.	Corporate Officer/Principal	-
The Tuckerman Group LLC The Tuckerman Group LLC Investment ManagersFinance The Tuckerman Group employs direct real estate investment strategies that focus exclusively on a value-added or opportunistic orientation. The firm targets value-added investments in real estate development and redevelopment projects including the redevelopment, renovation and rehabilitation of existing office, retail, multi-family and mixed-use properties throughout the US. The firm also offers investment strategies that focus on investments in securities issued by real estate companies. Tuckerman manages both active and passive US REIT strategies that include institutional commingled funds and client separate accounts for both US and international investors. In addition, Tuckerman offers a European real estate securities index strategy that seeks to provide institutional investors a liquid and diversified passive exposure to the European real estate securities market. The firm created the EPRA Liquid 40 Index, which includes the 40 most liquid European real estate securities and maintains the geographic and property sector diversification of the broader EPRA European benchmark. Tuckerman also constructed a customized, liquid EPRA ex-UK Index, which allows investors to independently manage their exposure to the predominant country of the region. The firm offers a global liquid real estate securities index strategy. They created a customized liquid global index that meets minimal trading and liquidity requirements, but maintains the important diversification characteristics of the broader global real estate securities universe. Investors can independently allocate exposure to the six geographical regions that comprise the global real estate securities index.	Corporate Officer/Principal	-
Mellon Growth Advisors LLC Mellon Growth Advisors LLC Investment ManagersFinance Provides investment advisory services	Corporate Officer/Principal	-

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Linked companies

Private companies	8
Independent Bank Corp. (Massachusetts) Independent Bank Corp. (Massachusetts) Regional BanksFinance Operates as a bank holding company with interest in providing banking services	Finance
The Tuckerman Group LLC The Tuckerman Group LLC Investment ManagersFinance The Tuckerman Group employs direct real estate investment strategies that focus exclusively on a value-added or opportunistic orientation. The firm targets value-added investments in real estate development and redevelopment projects including the redevelopment, renovation and rehabilitation of existing office, retail, multi-family and mixed-use properties throughout the US. The firm also offers investment strategies that focus on investments in securities issued by real estate companies. Tuckerman manages both active and passive US REIT strategies that include institutional commingled funds and client separate accounts for both US and international investors. In addition, Tuckerman offers a European real estate securities index strategy that seeks to provide institutional investors a liquid and diversified passive exposure to the European real estate securities market. The firm created the EPRA Liquid 40 Index, which includes the 40 most liquid European real estate securities and maintains the geographic and property sector diversification of the broader EPRA European benchmark. Tuckerman also constructed a customized, liquid EPRA ex-UK Index, which allows investors to independently manage their exposure to the predominant country of the region. The firm offers a global liquid real estate securities index strategy. They created a customized liquid global index that meets minimal trading and liquidity requirements, but maintains the important diversification characteristics of the broader global real estate securities universe. Investors can independently allocate exposure to the six geographical regions that comprise the global real estate securities index.	Finance
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
The Boston Security Analysts Society, Inc. The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals	Commercial Services
Sawyer Business School Sawyer Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mellon Growth Advisors LLC Mellon Growth Advisors LLC Investment ManagersFinance Provides investment advisory services	Finance
State Street Global Advisors State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.	Finance