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Cammy Smith, MBA, CEPA®

Cammy Smith, MBA, CEPA®

CEO & President

About

Cammy Smith was appointed CEO of IEM in 2021. Working closely with Ted over the past 15 years, Cammy learned the intricacies of the business and what it takes for success. Cammy is dedicated to carrying on IEM’s values and putting client experience above all.

Leading up to her role as CEO, Cammy’s journey started as a financial advisor at IEM during the midst of the credit crisis. After multiple years, Cammy was ready to expand her horizons, professionally and culturally, so she made the move to Madrid, Spain, for an International MBA at IE Business School. During her time in Madrid, she also gained experience in social venture capital funds, as a Venture Capital Associate at Creas. 

Upon her return from Madrid, Cammy was ready to apply her learnings as Chief Strategy Officer, where she drove the vision and operational plan  to build the business for the legacy of our clients.  

Adding to her professional repertoire, Cammy started Revive Consulting+*, a B2B consultancy to help financial advisors to overcome the challenges of growth, independence and succession.

Experience and Education

Cammy holds a BA from the University of Minnesota’s Carlson School of Business and an International MBA from IE Business School, where she was awarded the Dean’s List Merit for finishing as Top 5% of her class.

In June 2023, Cammy was awarded as one of the Notable Leaders in Banking and Finance by Twin Cities Business Journal.*

Personal

Outside the office, Cammy and the team are dedicated to supporting the local community through a number of philanthropic programs. She is also a board member of the Financial Planning Association of Miami and IE Alumni Club. When Cammy isn’t at work, she enjoys yoga, travel, and spending time with her partner, Alex. 

*Revive Consulting+ and Commonwealth are separate and unrelated entities.

*2023 Twin Cities Business Notable Leaders, created by Twin Cities Business Magazine. This award is based on leaders who have at least 5 years of experience in their field and who have shown the ability to effect change.This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.