GARY SMITH

Managing Director

Gary has 30 years of client facing experience, representing Merrill Lynch, Morgan Stanley, BNP Paribas, and Barings.  He is a Deputy Chairman of the advisory board of the Official Monetary and Financial Institutions Forum (OMFIF). His articles on asset allocation issues for long term investors have been published widely, including by the Central Banking Journal, Financial News, and OMFIF.  Gary has also served as a trustee of a large UK pension fund.

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JUAN SANTIAGO

Associate

Juan has worked at BDO Private Bank where his key responsibilities included the management of accrual and deposit portfolios. He has an MSc in Economics and Finance from the University of Reading, and is a CFA charterholder.

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Who We Are

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OLIVER SMITH

Executive Assistant

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