#United States #Chicago #HR Strategy #Choreo #Shelley Grant Smith

Choreo Expands Its Executive Team with Shelley Grant Smith

Choreo, LLC, a rapidly rising firm in the financial advisory sector, has announced a significant enhancement to its executive leadership by appointing Shelley Grant Smith as its new Chief Human Resources Officer (CHRO). This strategic move is designed to solidify Choreo's leadership framework and facilitate ongoing growth as the firm expands its reach in key markets across the United States.

A Commitment to Growth and Development

In her newly established role, Smith will be pivotal in developing and executing a robust human resources strategy aimed at fostering growth, development, and lifelong learning for Choreo's workforce, which currently comprises over 230 advisors and support team members operating from more than 40 locations. As the firm strives to provide unparalleled service to its clients, Smith's leadership is expected to play a crucial role in enhancing career development opportunities and educational resources for the Choreo team.

Larry Miles, CEO of Choreo, expressed his enthusiasm about Smith’s arrival, stating, "The true measure of a company isn't found in its balance sheet – it's found in its people, the folks who come to work every day to advise our clients. As we continue to grow, our teammates and clients will immensely benefit from Shelley's success in developing and executing HR strategies at some of the largest financial institutions in the country. I look forward to working with Shelley as we move forward."

Extensive Experience in Human Resources

With nearly 30 years of diverse human resources experience, Shelley Grant Smith brings a wealth of knowledge to her position. Her previous roles include significant leadership positions at globally recognized firms such as PepsiCo and Bank of America. Notably, she also served as the Chief People Officer at Movement Mortgage, extensively contributing to the firm's employee development strategies while overseeing more than 4,500 employees across 750 locations nationwide.

In her own words, Smith shared her excitement for joining Choreo: "Joining a well-established, growth-minded organization presents an incredible opportunity to influence meaningful strategies that help us optimize our most valuable asset, which is our people. I look forward to partnering closely with Larry and the rest of the executive leadership to build upon and advance our initiatives."

An Educational Background Rooted in HR Excellence

Smith holds a master’s degree in Organizational Development and Strategic Human Resources from the prestigious Johns Hopkins University School of Professional Studies in Business and Education. She also earned her bachelor’s degree in Human Resources and Business Management from the University of Maryland, College Park. Apart from her professional commitments, Smith actively volunteers and has previously served as President of the Board of Directors for YWCA Central Carolinas.

Choreo: A Firm Redefining Wealth Advisory

Founded in 2022, Choreo has rapidly established itself in the wealth management landscape, servicing over 7,000 clients with approximately $24.6 billion in assets under management as of December 2023. The firm is dedicated to reimagining the role of Registered Investment Advisors (RIAs) in the wealth advisory arena and emphasizes the importance of client well-being, community, and family-oriented financial planning.

Choreo's experienced advisors focus on crafting personalized solutions that cater to their clients’ financial needs, allowing individuals and families to prioritize what matters most to them. The firm exemplifies the shift towards a more client-centered approach within the financial advisory sector.

For further information about Choreo and its innovative approach to wealth management, visit choreoadvisors.com.