D. Alan Smith, MBA, is an accomplished financial services professional with extensive experience in strategic leadership and wealth management. Currently serving as Principal at Capco since January 2020, D. Alan Smith drives business model transformation and the development of high-performing products for financial service firms. Prior roles include Vice President and Private Banker at First Citizens Bank, Sr. Private Client Advisor at Park Sterling Bank, and Private Wealth Management Specialist at PNC, focusing on comprehensive financial strategies for high net-worth families. D. Alan Smith also founded Financial Literacy Solutions, Inc., emphasizing financial education, and holds an MBA from the Indiana University Kelley School of Business, complemented by a degree from HKUST Business School in International Business and a Bachelor of Science from the University of North Carolina at Charlotte.
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