Flourish
Stephanie Sado Smith currently serves as the Lead Counsel for Product & Regulatory at Flourish, a technology platform for registered investment advisers, since November 2022. Previously, Stephanie held positions including Assistant General Counsel at AIG and Associate General Counsel for the New York City Police Benevolent Association. Prior experience includes Senior Associate at Chaffetz Lindsey LLP, where Stephanie managed high-stakes domestic and international arbitration cases, and Associate at Cleary Gottlieb Steen & Hamilton LLP, overseeing complex commercial litigations and government investigations. Stephanie began their legal career as a Law Clerk for Hon. Joel H. Slomsky. Stephanie graduated summa cum laude with a J.D. from New York Law School and earned a Bachelor of Arts in Political Science and Government from The George Washington University.
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Flourish
Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives. Through innovative technology, we give advisors access to new horizons, bringing additional options to the client portfolio and expanding advisors’ potential. Our efforts have resulted in partnerships with over 800 RIAs representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.