Stephen Smith, CPA

Stephen Smith

Stephen Smith, CPA

Managing Director

Mr. Smith is an industry executive with over 28 years of experience specifically with private equity real estate firms. He joined Blue River Partners in September of 2017 where he currently serves as a Managing Director and helps lead the Blue River Partners team responsible for providing outsourced CFO, operations and fund administration services. Prior to joining Blue River Partners, Mr. Smith served for approximately three years as an outsourced Chief Accounting Officer for Iron Point Partners, a large Private Equity Real Estate sponsor, with more than $2.5 billion of assets under management. Responsibilities included management of the financial operations, accounting, budgeting and reporting of Sponsor’s private equity funds and general partner entities.

Prior to that, Mr. Smith spent over 16 years with various private equity groups in Dallas including, two years as CFO of Westmount Realty Group, a national commercial real estate company and operating partner of numerous U.S. and foreign institutional and private capital investors, one year as CFO of Macfarlan Capital Partners, a private equity real estate sponsor serving institutional investors, family offices, wealth management advisors and high net worth individuals and 13years in various roles from Director to CFO of Westbrook Partners and its affiliates.

Westbrook is a leading global private equity real estate firm with more than $40 billion in assets under management during his tenure. Responsibilities included managing the back-office accounting operations, financial reporting and treasury activities, audit and tax reporting and coordination, investor reporting, risk assessment and compliance, liquidity forecasting and hedging strategies for the company and general partner. Also during his tenure at Westbrook, Mr. Smith was involved in four fund launches and two fund dissolutions, and managed the human resource function of four domestic and five international offices. Prior to joining Westbrook, Mr. Smith spent seven years as an Accounting Manager with Prentiss Properties, Ltd., a real estate investment trust.

Mr. Smith received Bachelor of Science degree in Accounting from Bob Jones University in 1988 and is a licensed CPA in the state of Texas. He is also a member of the American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants.