Ms. Smith is Managing Partner of CB Capital Concierge. She founded CB Capital Concierge, a boutique capital advisory firm, to further commerce, capital and science in the cannabis industry. Today, through CB Capital Concierge, she is trusted by private investors, family offices, private funds and cannabis operating companies to fuel growth in the cannabis industry by forwarding financial capital to drive sales, distribution, market strategy, talent, operating efficiency and management. She is also a Chair for Tiger 21, the largest global network of wealth creators.
Ms. Smith has served as a National Product Manager for Merrill Lynch’s $34B P&L Retirement Plan Group, and also as Northeast District Manager. At PNC she headed Investment Management. Most recently, Ms. Smith has worked as a Managing Director for BlackShire Capital Corp., a Toronto-based private equity firm specializing in cannabis. As a Vice President at Bernstein, she advised on private investing and portfolio management.
Ms. Smith earned her BS from Boston University, her MBA from New York University and studied behavioral finance at the London School of Economics. She is a Certified Executive Coach, CFP® professional, and a FINRA-registered representative with Pickwick Capital Partners.