Stephen Smith

 Stephen graduated from BYU with a degree in Economics and a minor in Business. His career started at Charles Schwab in Austin Texas where he earned his Series 7 and Series 66 securities licenses. After a year at Schwab, Stephen joined Navigate Private Wealth in Draper and has been an advisor there for 6 years. He is currently pursuing his CFP designation. Stephen has extensive experience managing investment portfolios. As a member of NPW’s investment committee, he has been responsible for many of the improvements to the firms investment selection systems. His expertise in the public markets will add great value to our fund and provide more opportunities to our LP’s. 

 

 

Stephen joined Ollin Ventures almost 2 years ago and has become a General Partner of the firm as well as Fund Manager for the Atom Fund. During that time, Stephen has helped to institutionalize the firm during its growth from a quasi single family office to a firm with dozens of LP’s. Stephen has overseen all of the firm’s SPV’s from formation to funding.