David Smith

Facilitates investor–fund manager relationships to support portfolio diversification, serving as a strategic partnership lead within an institutional wealth offering. theorg

Sources alternative investment opportunities for family office clients across American and European markets, with a focus on due diligence and deal origination. theorg+1

Has a business development background across marcus evans Group and The Family Office Group, progressing from associate to leadership roles in business development and partnerships. rocketreach

Maintains multi-asset-class expertise spanning Venture, Private Equity, Real Estate, and Private Credit as part of his role supporting family office investment needs. theorg