Chief Operating Officer
Ms. Carleu Smith manages Crescat’s operations and client service team. She serves as point person for the firm’s external accountants, auditors, and institutional clients. As a licensed Certified Public Accountant, she provides counsel to Crescat’s high-net-worth clients on retirement, tax, and estate planning matters. She has worked for Crescat and its predecessors since their inception in 1998. In the past, she has also worked in both audit and tax for two public accounting firms. She was an investment executive with Kidder Peabody. She holds an MBA from the University of Chicago, Booth School of Business and a BA in English from Tufts University.