Mr. Smith is the COO and CFO for StepStone Private Wealth.
Mr. Smith brings over 25 years of operational experience working in private equity, alternatives distribution and asset management businesses.
Prior to joining StepStone, Mr. Smith co-founded Carolon Capital, a distribution firm that focuses on closed-end funds and long-only strategies. He also co-founded Carolon Investment Funds, which assists US-based asset managers with fund structuring, distribution and regulatory oversight. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CFO. Mr. Smith has also held senior level roles at Bank of America, Instinet Group and Fidelity Investments.
Mr. Smith received his BS from the University of Virginia and his MBA from the University of Richmond. He is a certified public accountant. He is active with the Loaves and Fishes Food Pantry in Charlottesville, VA and serves on the board of the Emergency Medical Center at the University of Virginia.