Team

Jeffrey W. Smith

Director of Advisory Board

 

Jeffrey W. Smith is an experienced corporate and investment banker with more than 40 years of experience and leadership roles in global financial services companies, including the following: Global Sector Head in Corporate and Investment Banking for HSBC Plc and Special Assistant to the CEO of HSBC Bank USA. 

 

He was Global Head of Specialty Finance Investment Banking for Morgan Stanley. He formed and Managed Financial Institutions M&A practices for both Lehman Brothers and Smith Barney.  

 

Mr. Smith was responsible in the past for managing several of the largest global financings in history. He has been the lead advisor on more than 75 merger and acquisitions transactions and more than $5 billion private transactions across most asset classes and involving a range of clients from large multinationals to SME private businesses.  

 

He is also involved today as a Managing Director of Aldwych Capital Partners in New York and holds U.S. FINRA Registrations: Series 7, 24, and 63.

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