Marshall Smith, CIPM, has been with First Rate since 2006 and is responsible for strategic planning and leadership including Marketing, Business Development, and Product Development for all First Rate Performance Solutions. First Rate Performance & Reporting Solutions are used by over 500 Wealth Management Institutions worldwide, with over $2 trillion in assets on the platform.
Smith previously served as Business Head & General Manager for the service bureau industry. The service bureau is responsible for clients that outsource their investment performance business processes, and they process over 1 million investment portfolios for over 250 investment firms. That represents more than $800 billion in assets with a global staff of 30 investment performance professionals.
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 The Village Church, on the advisory board for Casa Del Lago, supporting foster care and adoption families, and Business as Mission.