Marshall Smith, CIPM

Chief Product Officer

Marshall Smith, CIPM, Chief Product Officer, he has been with First Rate since 2006. 

Smith has contributed strategic and operational direction for client specific SMA and UMA reporting schemes, multi-currency interfaces, standard auditing practices and global operations for First Rate. In 2010, he was achieved the CIPM – Certificate in Investment Performance Measurement designation by the CFA Institute.

Smith has served in multiple positions within the Service Bureau department since joining First Rate, including Investment Performance Auditor, Performance Analyst and Operations Supervisor. Most recently, Marshall has served as a Client Service Manager within Service Bureau where he managed many of First Rate’s current client relationships and oversaw a team of performance experts.

Smith graduated from Dartmouth College where he studied economics and religion. He serves the community as a Home Group Leader at The Village Church, a foster parent and active in the business as mission movement.