Bio
Jeff Smith has a background in financial services with 40 years of experience in the US and Europe, primarily with JP Morgan. His experience includes developing and delivering services to global financial institutions. He had senior management responsibilities in Investment Banking and Securities Services for client management, sales, consulting, marketing, strategic planning, staff development, and product management and development. Jeff is actively involved in providing management consulting to non-profit organizations. For the past seven years, he has been leading engagements for HBSCNY Community Partners with projects aimed at improving organizational design, financial management, fundraising, staff planning, operational efficiency, and management reporting. Additionally, Jeff is the Treasurer of the Larchmont Avenue Church, Vice Chair of the board of Family Services of Westchester, and a big brother in the Big Brother Big Sister program. Jeff has a BA-Economics from Colgate University; an MBA-Finance from Fordham University; and attended Harvard University Graduate School of Business’ PMD Program.