Leadership Profile

Stephen Smith

Vice President, Business Development

In his role as Vice President of Business Development, Steve is responsible for building a multi-channel sales engine to help our Advisors help and serve more people.

He focuses on defining and executing Choreo’s strategic initiatives that drive revenue through strategic partnerships and acquisitions.

Prior to joining Choreo, Steve spent over 10 years working in a variety of leadership and growth-oriented roles in both financial services and venture-backed technology businesses.

Steve lives in Ojai, California with his wife, their two children and their Labrador Border Collie. They have a love for the outdoors and enjoy hiking, surfing, mountain biking and when lucky, getting a first tee time on a Saturday or Sunday morning.

Steve holds a bachelor’s degree with honors from The Ohio State University’s Max Fisher College of Business. He was a member of the Men’s Division I lacrosse team and he was awarded OSU Scholar Athlete and All-Big 10 accolades.