Stephanie is a portfolio manager focusing on strategic investment and asset allocation solutions for complex clients. Prior to joining the firm in 2014, Stephanie spent seventeen years as a managing director and portfolio manager at Parkview Wealth Management, an ultra-high net worth family office, based in New York City. While building the family office, Stephanie’s role included managing opportunistic fixed income portfolios, manager selection for all asset classes, and asset allocation for multi-generational clients. Prior to that, Stephanie worked for JP Morgan. After completing the management training program there, she worked in private banking operations in Delaware and as an assistant fixed income portfolio manager in New York. In addition, Stephanie worked in Basel, Switzerland for Swiss Bank Corporation managing fixed income portfolios for private clients.

Education

  • University of Delaware, BS (1989)

Community Involvement

  • Grant Writer, United Methodist Church in Madison
  • Board Member, The Family Tree

Colleagues

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