Philip (Grant) Smith

Manager, Customer Account Transfers, SEI Private Trust Company

Grant Smith is an operations manager at SEI Private Trust Company in Oaks, PA.  During his over 15 years at SEI Grant has held multiple positions at SEI including product manager, Corporate Actions Manager, Income Manager and Free Asset Movement Manager.  Prior to SEI Grant worked for offshore hedge fund manager Everest Capital in Hamilton, Bermuda.  Grant holds a B.S. in Finance from Ursinus College.  Grant has been a member of the SIFMA CAT section for 12 years and led the SIFMA CAT Bank Subcommittee for most of that time.  He is also involved heavily with Cost Basis Reporting and is part of the Cost Basis Reporting Steering Committee.