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Chelsea Smith — SVP, National Director, Family Office Services · Bernstein · Greater Chicago Area.
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About
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 ServicesCurrent
Bernstein Private Wealth Management
Jan 2023 – Present
Senior Vice President
Northern Trust Asset Management · Greater Chicago Area
Jan 2015 – Jul 2021
Asset management sales focusing on Global Family Offices
Education
Skills
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