Rick Smyth

With over 30 years experience, Rick's expertise has developed through diverse financial markets, economic cycles, and geopolitical environments.

Throughout his career he has mastered the knowledge across fields of finance, investments, and capital markets, combined with leadership, management, and corporate governance. All aspects of the organization are guided by stewardship to manage clients successfully to navigate the perpetually changing landscape of financial advisory, wealth management, and family office services.

Rick earned his undergraduate degree at the University of Southern California and graduate degree at the University of Chicago. He attended an executive program at the Stanford Law School, earned his Chartered Financial Analyst, and completed his studies at the University of California at Los Angeles for the Certified Financial Planner program.

Prior to launching Aionios, Rick was at Franklin Templeton Investments, an adjunct professor, and visiting lecturer at five universities in California. During his career he has consulted and collaborated with large institutions, corporations, family offices, and leaders in academia.

Companies

• Founder and Managing Director Aionios Capital Partners (2021)
• Strategic Advisor Independent Management Consultant (2018 — 2021)
• Adjunct Professor Santa Clara University (2018 — 2018)
• Adjunct Professor San Jose State University (2017 — 2017)
• Adjunct Professor University of San Francisco (2017 — 2017)
• Guest Lecturer University of California, Santa Cruz (2017 — 2017)
• Vice President Franklin Templeton Investments (1990 — 2017)
• Guest Lecturer University of Southern California - Marshall School of Business (2011 — 2011)
• Consultant solar (2009 — 2009)

Education

• MBA The University of Chicago - Booth School of Business
• Executive Education- Directors' College Stanford Law School
• BA University of Southern California
• Certified Financial Planner Program University of California, Los Angeles