F. Jacob Cherian has more than 15 years of experience as a top executive in International Finance. At present he is the CEO of SMC Global USA Inc. and COO of the parent company, SMC Global Securities Ltd. a leading international diversified financial services company with 2,400 locations between India, the UAE, and the United States.
As CEO, Mr. Cherian took an early-stage PE firm to a Publicly Traded Investment Fund via a public listing on the AMEX (NYSE) raising $58 million of public capital from Wall Street. He completed the first structured financial investment deal of its kind between the United States and India, thus becoming the largest outside shareholder in SMC Global Securities Ltd.
Mr. Cherian’s career has given him a broad range of experience. He has been a Partner in the financial services division of Computer Sciences Corporation (CSC), a Fortune 500 company. Prior to which he was a Director with KPMG LLP / KPMG Consulting in NY working with some of the world’s largest financial services companies. Prior to that he was an Associate (Officer) at JP Morgan & Co. Mr. Cherian has extensive international experience having worked in Europe, the Middle East and South Asia.
Mr. Cherian was also an Adjunct Professor of International Finance at St. John’s University, Tobin College of Business, New York for 10 years. He also serves on the Board of Directors of SMC Global Securities Ltd, Moneywise Financial Services a leading non-bank finance company and Services Now for Adult Persons (SNAP) a New York City Agency for the elderly.
Mr. Cherian co-founded Millennium Investment & Acquisition Company Inc. and served as its Chairman of the Board and Chief Executive Officer from April 10, 2006 to October 3, 2013.
Mr. Cherian holds a Bachelor of Arts Degree in Accounting & Information Systems from Queens College of CUNY and an MBA in International Finance from St. John’s University. Mr. Cherian can be reached at FJC@smcglobalusa.com
Roman is a Co-Founder and the Chief Investment Officer of SMC Global USA. He has over 13 years of experience in financial services. In 2006, Roman founded Franklin Financial Planning Inc. to provide holistic wealth management services to affluent individuals, as a fiduciary, on a fee-only basis. In 2016, Roman merged Franklin Financial Planning, Inc. into SMC Global USA. Roman is regularly quoted in publications, such as the Wall Street Journal, Bloomberg Businessweek and Investment News. During his academic career Roman completed a Bachelor of Science Degree in Business Administration from Barry University, and an MBA with concentrations in Finance and Management from Stetson University.
Mr. Aggarwal is Chairman and Managing Director of SMC Investments and Advisors Limited, the wealth management arm of SMC Group and he will serve as a Special Operations Advisor to SMC Global USA. Mr. Aggarwal has over 25 years of experience in the capital markets working with individual and institutional investors. Under his leadership SMC Group has become an established brand has won a number of awards and recognition. He is an eminent speaker and regularly presents his views and expertise on various market related issues through print and television media. He has been interviewed on CNBC, Zee Business, and is regularly quoted in The Economic Times, Business Standard, Financial Chronicle, Financial Express, Mint, Business Today and other leading print publications. He is also a fellow member of the Institute of Chartered Accountants of India.
Himanshu is a Director with SMC Group (India) and will serve as a Special Compliance Advisor to SMC Global USA. His relationship with SMC Global USA is the result of SMC Group’s equity ownership in SMC Global USA. Himanshu oversees the finance, accounts & taxation, risk management, surveillance and other back office operations of SMC Group. Himanshu is a member of the Institute of Chartered Accountants of India and also holds a B.Com (Hons) degree from Delhi University.