Choreo Expands Executive Team, Naming Shelley Grant Smith Chief Human Resources Officer

In Newly Created Role, Smith to Develop and Execute Robust HR Strategy to Foster Growth, Development and Continuing Education for Choreo's Expanding Workforce

CHICAGO, Feb. 11, 2025 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has hired Shelley Smith to serve as Chief Human Resources Officer. The move underscores Choreo's ongoing commitment to enhancing its leadership structure to support the firm's continued expansion in key markets across the country.

The newly created role will enhance Choreo's growth and provide its 230 advisors and team members in more than 40 locations with continued career development and education. Smith will report to Choreo CEO Larry Miles.

"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," Miles said. "As we continue to grow, our teammates and clients will benefit from Shelley's success 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."

Smith has nearly three decades of human resources experience, including leadership roles at PepsiCo and Bank of America. She was also the Chief People Officer at Movement Mortgage, the sixth-largest mortgage organization in the country, with over 4,500 employees in more than 750 locations nationwide.

Smith added, "Joining a well-established, growth-minded organization presents an incredible opportunity to affect meaningful strategies that help us best utilize our most valuable resources, the people of Choreo. I look forward to partnering closely with Larry and the rest of the executive leadership team to build upon and further their success."

Smith earned a master's degree in organizational development and strategic human resources from Johns Hopkins University School of Professional Studies in Business and Education. She also has a bachelor's degree in human resources and business management from the University of Maryland, College Park. She is a volunteer and former President, Board of Directors of YWCA Central Carolinas. 

Founded in 2022, Choreo now serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023).

About Choreo, LLC
Choreo is an independent firm focused on redefining the RIA's place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 40-plus locations across the country. Choreo's experienced advisors define, design and build solutions for their clients' financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023). For more information, visit choreoadvisors.com.

Choreo, LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors.

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SOURCE Choreo, LLC