Marcus L. Smith

Marcus L. Smith

1st Lieutenant - Operations Officer

Followers of Marcus L. Smith2000 followers
location of Marcus L. SmithCharlotte, North Carolina, United States

Connect with Marcus L. Smith to Send Message

Connect

Connect with Marcus L. Smith to Send Message

Connect
  • Timeline

  • About me

    Independent Corporate Director

  • Education

    • University of Pennsylvania - The Wharton School

      1992 - 1994
      Master of Business Administration (MBA)
    • Wharton Executive Education

      -
    • University of Mount Union

      -
      Bachelor of Science (B.S.) Computer Science cum laude
  • Experience

    • United States Army Reserve

      Nov 1983 - Apr 1992
      1st Lieutenant - Operations Officer
    • Accenture

      Aug 1988 - Jun 1992
      Senior Consultant
    • MFS Investment Management

      Aug 1994 - Apr 2017
      Portfolio Manager

      Mr. Smith was responsible for all aspects of portfolio construction and stock selection for MFS's institutional international equity portfolios 2001 - April 2017. The portfolio grew from $120m to approximately $24.0 Billion (US) during his tenure. The portfolios were the recipient of the Lipper Award in 2005 and 2010 for Best 3 Year performance of 359 Large Capitalization International portfolios.Mr. Smith was a member of the Equity Management Committee, which reviews and implements the firm's investment process improvements. He previously served as Director of Equity, Canada where he lead the integration of 10 Toronto based investment staff who joined as a result of the acquisition of McLean Budden by MFS Investment Management. Prior to this, he was the Director of Equity, Asia (2010-2012) and was responsible for recruitment, management and compensation of MFS's Asia based investment professionals. The professionals that reported to Mr. Smith included the Asian Director of Research who managed the firm's 15 analysts located in Singapore, Tokyo & Sydney, two Asia based portfolio managers, and an institutional portfolio manager. Mr. Smith served as the Asian Director of Research (Singapore based) from 2005 - 2009, in this role he managed the firm's analysts based in Singapore & Tokyo. He worked as a European equity analyst 1994-2000 and was based in London from 1995-2000. In this role, he was responsible for coverage of European Banks, Insurers, Pharmaceutical & Telecom names. His work generated recommendations which were widely held in International and US portfolios. Show less

    • DCT Industrial (NYSE: DCT)

      Oct 2017 - Aug 2018
      Member Board Of Directors

      Independent director serving on the Audit Committee and Governance & Nominating Committee.Utilized my experience as a portfolio manager to advise the board of how institutional shareholders would react to an all share bid by Prologis (PLD). DCT received a 15% premium and the sale was well received by both sets of shareholders.

    • MSCI Inc.

      Nov 2017 - now
      Member Board Of Directors

      Independent Director serving on the Strategy & Finance Committee. Chair, Audit Committee.

    • Eaton Vance

      Oct 2018 - now
      Independent Trustee Funds Board

      Independent Trustee serving on Governance and Contract Committees. Chair, Portfolio Management Committee

    • First Industrial Realty Trust

      Feb 2021 - now
      Member Board Of Directors

      Independent Director serving on the Investment, Governance and Audit Committee.

  • Licenses & Certifications

    • Family Enterprises and Wealth (Online)

      Columbia Business School - Emeritus
      Jan 2024
      View certificate certificate
    • Audit Committee in New Era of Governance

      Harvard Business School
      Nov 2023
      View certificate certificate
  • Volunteer Experience

    • Academic Advisory Committee

      Issued by Harvard Medical School on Jun 2018
      Harvard Medical SchoolAssociated with Marcus L. Smith
    • Member Board Of Directors

      Issued by Facing History and Ourselves on Jun 2021
      Facing History and OurselvesAssociated with Marcus L. Smith
    • Member Board Of Directors

      Issued by Core Knowledge Foundation on Mar 2021
      Core Knowledge FoundationAssociated with Marcus L. Smith
    • Boston Advisory Board

      Issued by The Posse Foundation on Apr 2015
      The Posse FoundationAssociated with Marcus L. Smith
    • Member Board Of Trustees

      Issued by University of Mount Union on Sept 2009
      University of Mount UnionAssociated with Marcus L. Smith