Marshall Smith, CIPMChief Operating Officer

Marshall Smith, CIPM, has been with First Rate since 2006 and is responsible for driving First Rate revenue growth, industry partnerships, client service, and employee experience. His leadership responsibilities include overseeing the Managed Hosting and BPO business units. First Rate Solutions are used by over 500 wealth management institutions worldwide, with over $2.3 trillion in assets on the platform.

Smith previously served as Chief Product Officer, General Manager of BPO, Chief Marketing Officer, and in other client service roles at First Rate. In these previous roles, Smith provided leadership to the product roadmap, developed industry partnerships, helped launch the First Rate India office, and led BPO growth to over 1 million accounts and $800B in AUM for more than 250 wealth management firms.

In 2010, Marshall completed the requisite study and exams for the Certificate in Investment Performance Measurement (CIPM).

Smith graduated from Dartmouth College, where he studied Economics and Religion. He serves the community as an Elder at Northway Church, on the advisory board for Casa Del Lago, supporting foster care and adoption families, and working with Business as Mission.

THOUGHT LEADERSHIP

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