Alexandra & James Co., LLC has announced that Michelle Smith, co- founder and Managing Partner of Alexandra & James Advisory Services and Family Wealth Management has been named one of the top 50 women in wealth management by Advisor One Magazine for the second consecutive year.
Ms. Smith co-founded the company with CEO Alexandra Lebenthal in 2007. The firm is a multi family office that serves clients with $2-$40 million in assets and handles a range of services from investment manager selection, tax and accounting work and estate planning. Ms. Smith is also one of the leading Certified Divorce Financial Analysts (CDFA) in the country and through Smith Divorce Strategies, LLC, heads the forensics, financial analysis and settlement structuring for high net worth divorces. Ms. Smith started her career in 1986 at Merrill Lynch and worked at UBS and Wachovia Securities.
“Anyone who knows Michelle would agree she belongs on this list!” said Alexandra Lebenthal, CEO of Alexandra and James and its broker dealer Lebenthal & Company, “Michelle is an entrepreneur, leader and dynamic woman. Her ability to connect with clients is astounding. I couldn’t be more thrilled to see this honor bestowed upon her yet again.”
Alexandra & James, LLC operates a multi-family office/wealth management business through its affiliated registered investment advisor, Alexandra & James Advisory Services, LLC, providing a diversified line of financial services, including; financial planning, asset allocation, manager selection, monitoring and reporting manager results, and portfolio rebalancing.