Steven Smith

Steven Smith is an accomplished financial professional with extensive experience in wealth management and investment advisory roles. Currently serving as an Associate Partner at Corient since July 2023, Steven previously held the position of Director at KORE Private Wealth from June 2018 to July 2023. Prior to that, a significant tenure at BNY Mellon Wealth Management spanned from January 2008 to May 2018, during which Steven progressed through various roles including Wealth Investment Advisor, Investment and Wealth Analyst, Sales Analyst, and Sales Associate. Steven earned a degree in Business, with a focus on Finance and Business Law, from the Questrom School of Business at Boston University between 2003 and 2007.