Smith, who served from 2003 to 2011 as a vice president at the firm, has over two decades of experience holding senior roles in the technology field.

The firm told Family Wealth Report that Smith is assuming the responsibilities of a position he has held in the past at the firm, but will be working under a new title.

Prior to returning to Advisor Software, he worked at the software company SAP, where he was responsible for strategic global accounts in Silicon Valley.  His prior leadership roles were at Appcelerator, Clarify and Bloomberg.