Greg J. Smith

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Profile

Mr. Greg J.
Smith is a Director at Mission Wealth Management LLC.
In 2003, he joined Mission Wealth Management.
Mr. Smith began his financial career in 1979 as a tax accountant with the international firm of Ernst & Young.
Over the past 14 years, he has been affiliated with numerous tax and financial services firms including New York Life, SunAmerica Securities, and Centaurus Financial Inc. Mr. Smith received his undergraduate degree from the University of California, Santa Barbara.

Former positions of Greg J. Smith

Companies	Position	End
Ernst & Young LLP (Missouri) Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services	Corporate Officer/Principal	-
George J. Harris & Associates George J. Harris & Associates Insurance Brokers/ServicesFinance Operates insurance agency	Corporate Officer/Principal	-
Mission Wealth Management LP Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources.	Corporate Officer/Principal	-

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