You're signed outSign in or to get full access.

Greg Smith
Partner - Sr. Research Analyst at L. Roy Papp & Associates, LLP
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| L. Roy Papp & Associates LLP | Partner - Sr. Research Analyst | Jan 2005 to Present | — |
| Banner Health | Operations Analyst | Jan 2003 to Jan 2005 | — |
| CVS Caremark Corporation | Sr. Financial Analyst | Jan 2001 to Jan 2003 | — |
| ING Funds | Portfolio Accounting | Jan 1999 to Jan 2000 | — |
| Barclays Global Investors | Portfolio Accounting Supervisor | Jan 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
Others at L. Roy Papp & Associates, LLP (4)
| Name | Role | Location |
|---|---|---|
B Brian Riordan | Partner - Senior Research Analyst | Phoenix, AZ , United States |
| Partner and Senior Portfolio Manager | Phoenix, AZ , United States | |
| Managing Partner | Phoenix, AZ , United States | |
A Alex Arnon | Portfolio Manager | Phoenix, AZ , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Adam Carlini | President, Chief Investment Officer | Dynamic Advisor Solutions LLC | Peoria, AZ , United States |
| Senior Investment Research Analyst | Dynamic Advisor Solutions LLC | Gainesville, FL , United States | |
| Portfolio Manager | Trajan Wealth LLC | Phoenix, AZ , United States | |
D David Busch | Co-Chief Investment Officer | Trajan Wealth LLC | Scottsdale, AZ , United States |