Stephanie is a relationship associate for private clients, endowments and foundations. She collaborates with team members on financial planning, portfolio management, trading, reporting and account maintenance for individuals, families and institutional clients. She strives to strengthen relationships and consistently deliver an excellent client experience. Stephanie joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. Her previous experience includes working as an operations manager of Old Dominion Capital Management.
Contact Stephanie at [email protected].
- James Madison University, BS