Curious & Unconstrained
A small team with big ideas.
We are independent thinkers, relentlessly evaluating risk and investing your capital as an extension of our own.
Curious & Unconstrained
We are independent thinkers, relentlessly evaluating risk and investing your capital as an extension of our own.
In 1998, after 20 years growing our family business, we sold Hav-A-Tampa Cigars to a large, strategic buyer. I had grown up playing on the factory floors, so the sale capped a formative era for me. With the sudden financial windfall came questions about how to invest our proceeds wisely and make them last. Having heard the stories about “shirt sleeves to shirt sleeves in three generations,” we didn’t want to become part of that statistic and sought out advice.
After interviewing many wealth managers, we learned some important things. These giant firms were not aligned with our family, did not have our entrepreneurial spirit, did not share our view of risk, and did not understand our desire to control our outcomes. We wanted true partners, taking risks together and reaping rewards together.
We realized that our long-term success would not be achieved with short-term thinking.
We decided we deserved a best-of-breed approach to investing our capital. And this is how we entered a new business: asset management. A few years later, some of our friends realized it was a good model and wanted to invest alongside of us.
In 2001, Bayshore Capital was founded to do just that.
– Tready Smith, Founder & CEO
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Tready is the architect and entrepreneur. As CEO, she creates Bayshore’s strategic vision and challenges the status quo. As the founder and chief allocator of capital for her family’s investment office, Tready successfully adopted the endowment investment model over 20 years ago. Our clients benefit from her personal experience and the problem-solving skills that she has developed through many market cycles. She began her career at Deloitte Consulting after graduating with a Business Administration degree from the University of North Carolina at Chapel Hill.
Patrick provides global perspective. As Partner and Chief Investment Officer, he leads our search for great ideas and advises the investment committee. Patrick guides Bayshore through the maze of traditional and alternative investments. His 25+ years of experience as a portfolio manager and capital allocator inform Patrick’s decisions today. He graduated from the University of Zurich’s Faculty of Business, Economics and Informatics before pursuing a career in finance with Vontobel Group in Switzerland, followed by RMF/Man Investments, and Ivory Capital in New York.
Catherine protects our clients. As Chief Financial Officer and Compliance Officer, she has dedicated the last 20 years to providing the most accurate reporting for our clients, firm, and regulatory agencies. Catherine’s prior experience in a family office and the tax division of Arthur Andersen includes accounting, income and estate tax planning, cash management, and investments. Catherine graduated from Wake Forest University with an accounting degree.
Thayer has built his career leading private companies through transformational change. As Operating Partner, he steps into critical leadership roles at portfolio companies when needed. Thayer has a background in complex manufacturing, financial management, strategic planning, and leadership development. He brings 25 years of successful partnerships with management teams, helping to accelerate profitable growth. Thayer began his career at Quest Capital, a private equity firm in Atlanta, after graduating from the University of North Carolina at Chapel Hill.
Mike thinks things through. As Wealth Strategist, he understands the whole picture in order to give our clients advice they can trust. Mike has spent more than two decades matching clients’ goals with sophisticated, holistic thinking that incorporates all aspects of a client’s financial life. With a Masters of Accountancy in Tax and BS in Accounting from the University of South Florida, Mike has been a Certified Financial Planner (CFP) and CPA for more than 20 years. He is a past President of the Tampa Bay Estate Planning Council.
Chris searches for new investments and moves them through our process. As a Partner and a member of Bayshore’s investment committee, he is responsible for investment research and due diligence, with a primary focus on private debt, private equity, and venture capital. Chris began his career in the Investment Banking division of Robert W. Baird & Co. He graduated from Florida State University with a dual degree in Accounting and Finance and earned his Master’s in Finance from the University of Florida.
Marti connects people to opportunities. She advises ultra-high-net-worth business owners, families, foundations, and endowments on everything from asset allocation and portfolio construction to family governance and strategic planning. Marti spent the last ten years of her career as a Vice President in the J.P. Morgan Private Bank. Prior to that, she lived in Washington, D.C., working for the Senate Finance committee. Marti graduated summa cum laude from the University of Florida with a Masters of Science in Finance.
Donnie helps build our systems. As Senior Accountant, he prepares and maintains our fund accounting, manages client reporting, and reconciles portfolios. Donnie monitors sub-advisor and fund performance and performs transaction-level work in our portfolio management system. Donnie graduated from the University of South Florida with a degree in Accounting.
Emma helps build our understanding. As an Investment Associate, she performs investment research, due diligence, and quantitative analysis. Emma also conducts research on the investable themes attracting our interest. Prior to joining our team, she was an analyst in the Corporate and Investment Bank at J.P. Morgan. Emma graduated from Duke University with a degree in Public Policy and a certificate in Markets and Management Studies.
Marci supports our executive team to ensure that company goals are accomplished and operations run smoothly. As Executive Assistant, she maintains and refines internal processes that support the team, coordinates internal and external resources to expedite the workflow, and assists in ensuring best practices are upheld. Marci graduated from the University of Wyoming with a degree in Business Administration and minor in Journalism.