David focuses on private equity as a member of our Alternatives Consulting group.
David Smith, CFA, CTP, is a senior vice president in Callan’s Alternatives Consulting group. He joined Callan in 2021, focusing on private equity where his role includes manager research, due diligence, client servicing, strategic planning, and portfolio monitoring. David is a member of Callan’s Nonprofit Group.
Prior to joining Callan, David was the treasurer for Syracuse University, where he was responsible for treasury and investment operations management, and the strategic vision for the Endowment Administration, Debt Financing, Bursar, Student Debt, and Cash Operations departments.
Prior to Syracuse University, he was a partner at the private equity firm Bay Hills Capital Management, where he provided executive leadership to clients across North American lower-middle market buyout segment including primary and secondary fund investments and co-investments.
David earned an MBA from the Syracuse University School of Management and a BBA from Western Illinois University. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society New York. He also holds the Certified Treasury Professional designation.