Stephanie focuses on servicing client investment portfolios. Stephanie plays an integral role in maintaining complex account structures, as well as monitoring investment portfolios and target asset class exposures. She serves as clients’ main connecting point to their other service providers, including lawyers, accountants, executive assistants, and custodians. Stephanie also manages client onboarding and portfolio maintenance, including account opening, funding, portfolio rebalancing, and client reporting. Stephanie graduated Cum Laude from the Baruch College Honors Program with a Bachelor of Business Administration degree in Industrial Organizational Psychology on a full academic scholarship. Stephanie was a Dean’s list scholar and is a member of Phi Eta Sigma Honors Society.