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Greg Smith

Greg Smith

Partner - Sr. Research Analyst at L. Roy Papp & Associates, LLP

Phoenix, AZ , United States

About

Greg Smith is a Partner and Senior Research Analyst at L. Roy Papp & Associates, LLP in Phoenix, Arizona, where he has been with the firm since 2005. In this role, he is responsible for equity research, portfolio management, and supporting the firm’s investment decisions with detailed fundamental analysis. As a key member of a boutique team specializing in wealth management for high-net-worth individuals, institutions, and charitable organizations, he contributes to the management of diversified portfolios with a focus on quality growth equities and global diversification.

Throughout his career, Greg has developed deep expertise in equity and fixed income research, with prior experience supervising portfolio accounting groups at Barclays Global Investors and serving as a Senior Financial Analyst in both the healthcare and pharmacy benefits sectors. At L. Roy Papp & Associates, Greg’s sector focus includes large-cap U.S. equities, with an emphasis on market-leading companies in technology, healthcare, consumer, and financial industries, as well as broad experience evaluating high-quality global investment opportunities.

Greg holds an MBA in Finance from the W. P. Carey School of Business at Arizona State University and a B.S. in Finance from Santa Clara University. He is a CFA charterholder, reflecting his commitment to the highest standards of professional excellence and ethics in investment management. Greg’s analytical rigor and cross-industry background position him as a trusted advisor for clients seeking long-term, sustainable investment solutions.

Career History

OrganizationRoleDate RangeDetails
L. Roy Papp & Associates LLPPartner - Sr. Research AnalystJan 2005 to Present
Banner HealthOperations AnalystJan 2003 to Jan 2005
CVS Caremark CorporationSr. Financial AnalystJan 2001 to Jan 2003
ING FundsPortfolio AccountingJan 1999 to Jan 2000
Barclays Global InvestorsPortfolio Accounting SupervisorJan 1996 to Jan 1999

Education

W. P. Carey School of Business – Arizona State University

MBA, Finance

2000 2002

Santa Clara University

B.S., Finance

1992 1996

Skills & Expertise

Financial Analysis
Financial Modeling
Investments
Equity Research
Valuation
Portfolio Management
Securities
Asset Management

Others at L. Roy Papp & Associates, LLP (4)

NameRoleLocation
B
Brian Riordan
Partner - Senior Research AnalystPhoenix, AZ , United States
Chris Schaefer
Chris Schaefer
Partner and Senior Portfolio ManagerPhoenix, AZ , United States
Harry Papp
Harry Papp
Managing PartnerPhoenix, AZ , United States
A
Alex Arnon
Portfolio ManagerPhoenix, AZ , United States

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