Shanté Smith, Cdp®, Cde® Email & Phone Number

As a Director at Pathstone, a leading wealth management firm, I lead the engagements team, leveraging my extensive legal and HR background to ensure compliance and manage risks that adhere to best practices and regulatory standards. With over 20 years of experience in wealth management and law practice, I have consistently worked with high-profile clients and partners in complex and dynamic environments.In addition to my primary role, I Co-Chair the DEI Council, demonstrating my deep commitment to fostering a culture of diversity, inclusion, and belonging. I have earned multiple certifications in unconscious bias, confronting bias, and allyship, which I actively apply to my work. My mission is to contribute to Pathstone’s growth and uphold its reputation as a trusted and innovative wealth management firm.