Jeff Smith

Jeff Smith is the Senior Managing Director at EquitiesFirstTM.  

Driving the development of origination at EquitiesFirst as well as its business units across North America, Europe, Asia and Oceania, Jeff is primarily responsible for the firm’s global client acquisition and marketing functions. He also oversees all underwriting activities within the organization. 

Jeff brings over 30 years of extensive institutional experience and knowledge to EquitiesFirst, particularly in the areas of innovative financing, professional accounting and derivatives management. 

Prior to joining EquitiesFirst, Jeff held key executive roles at Goldman Sachs, JPMorgan Chase, Prudential and Salomon Brothers. He has also served as a Certified Public Accountant at Deloitte. Jeff holds an MBA in finance and a Bachelor’s degree in accounting from Miami University in Oxford, Ohio.  

Jeff is based at the global headquarters in Indianapolis, United States.