Steven W. Smith

Managing Director

Steven Smith is a senior relationship manager and co-head of CIBC Private Wealth’s Mid-Atlantic office with over 30 years of industry experience.​ In this role, he co-leads the wealth team in Washington, D.C. and serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives. 

Prior to joining the firm from Citi Private Bank in 2009, Steven had a long tenure with U.S Trust Company, where he was responsible for business development and relationship management across the U.S.​

Steven earned a Bachelor of Arts in English and a Master of Business Administration from Millsaps College.​

In addition, he is a former president of the board of Sitar Arts Center and served on the board of trustees of Millsaps College in Jackson, Mississippi. He has served on other non-profit boards, including the Cathedral Choral Society, Campagna Center, National Aquarium of Washington, D.C., and Kennedy Center Circles. He currently sites on the Boardof Goodwin Living Foundation and is a member of The Economic Club of Washington.