Choreo Welcomes Shelley Grant Smith as New HR Leader
Choreo Announces New Chief Human Resources Officer
Choreo, LLC, a leading firm in the wealth advisory industry, has expanded its executive team by appointing Shelley Grant Smith as Chief Human Resources Officer. This appointment marks a significant step forward as the company continues to emphasize the importance of human capital in its operations and growth strategies.
The Importance of Human Resources in Growth
In her new role, Smith will be responsible for developing and executing a comprehensive HR strategy that supports Choreo's workforce development. With an existing team of approximately 230 advisors working at over 40 locations, the focus will be on enhancing career development and ongoing education. This strategic initiative aligns with the firm’s mission to provide exceptional service to its clients while fostering an empowering work environment.
Leadership Insights from the CEO
Choreo CEO Larry Miles shared his perspective on the appointment, stating, "The true measure of a company isn't found in its balance sheet – it's found in its people. As we continue to grow, our teammates and clients will benefit greatly from Shelley's expertise in HR strategies within top financial institutions. I anticipate a productive collaboration as we advance together.” This vision reflects the firm’s commitment to a deeply ingrained service culture that prioritizes both employee and client satisfaction.
Shelley Grant Smith's Background
Shelley Grant Smith brings nearly three decades of human resources experience to her new role. Her trustworthiness and leadership capabilities were cultivated during her tenures at industry giants such as PepsiCo and Bank of America, where she excelled in human resource functions. Most notably, her recent position as Chief People Officer at Movement Mortgage showcased her ability to navigate the complexities of HR in a rapidly growing organization with a workforce experiencing exponential growth.
A Vision for Choreo's Future
Smith expressed excitement about joining Choreo, calling it a well-established firm that allows for significant strategic influence. She remarked, "Joining Choreo presents an incredible opportunity to develop important strategies aimed at optimizing our most valuable resource, the people of Choreo. I look forward to collaborating closely with Larry and the executive team to further Choreo's success.”
Educational Credentials
Smith’s educational background complements her extensive professional experience. She holds a master’s degree in organizational development and strategic human resources from Johns Hopkins University and a bachelor’s degree in human resources and business management from the University of Maryland, College Park. Her commitment to community service is evident through her previous role as the President of the Board of Directors for YWCA Central Carolinas.
About Choreo, LLC
Founded to redefine the Registered Investment Advisor (RIA) landscape, Choreo, LLC is dedicated to enhancing the well-being of clients, their families, and their communities. Operating out of more than 40 locations countrywide, Choreo serves over 7,000 clients with around $24.6 billion in assets under management and advisement, as of the end of 2023. Their team of experienced advisors is committed to building customized financial solutions tailored to the unique needs of each client.
Frequently Asked Questions
What is the role of Shelley Grant Smith at Choreo?
Shelley Grant Smith serves as the Chief Human Resources Officer, focusing on developing HR strategies for growth and development.
How many clients does Choreo serve?
Choreo serves over 7,000 clients across more than 40 locations in the country.
What is Choreo’s mission?
Choreo aims to improve the well-being of clients and their communities while providing tailored financial solutions.
Where did Shelley Grant Smith work before joining Choreo?
Prior to joining Choreo, Smith held leadership roles at companies like PepsiCo and Bank of America.
What educational qualifications does Shelley Grant Smith have?
Smith earned a master’s in organizational development from Johns Hopkins University and a bachelor's in human resources from the University of Maryland.
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