Chelsea Smith
Senior National Director, Family Office Services at Bernstein Private Wealth Management
- Role
- SVP, National Director, Family Office Services at Bernstein Private Wealth Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Chelsea Smith
Growing up middle class, my parents helped me, and my triplet sisters cultivate our values through volunteering: gratitude, curiosity, education, community, and compassion. I vividly remember our six afro puffs pressing against the windows of dad\'s orange Datsun B-210 during a “outside of the classroom\" exercise. Dad drove us to volunteer in underserved communities where we saw the stark difference between our own predominantly white suburban setting. The juxtaposition left an indelible mark and ignited a passion for helping others through physical acts like tutoring and mentoring. Today, both of my sisters are physicians and leaders in pediatrics and geriatrics serving underserved communities. I lean into my passion for helping families make a lengthy impact on their communities or problems they want to solve. It is wonderful that we are all able to uphold our father\'s philosophy: No matter how well you are doing, always give back.I will work with families and family offices to help them understand their values to make sure they invest with intention.
Experience
SVP, National Director, Family Office Services
Bernstein Private Wealth Management
Jan 2023 — Present
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Organization Behavior
1997 — 1999
University of Notre Dame
BA, English
1988 — 1992
Skills
- Trading
- Business Strategy
- Series 7
- Customer Relations
- Equities
- Finance
- Portfolio Management
- Strategic Planning
- Financial Modeling
- Investments
- Risk Management
- Financial Analysis
- Customer Service
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