Senior Investment Strategist
- 3 Years with the firm
- 20 Years of industry experience
Stephanie is a senior investment strategist. She is responsible for articulating equity and fixed income index strategies to clients and prospects, as well as developing and refining new strategies and solutions for our clients.
Prior to joining the firm, she was a strategic product innovator within the iShares division at BlackRock, focused on designing and developing new ETF products and business solutions. Prior to joining iShares, she was an institutional investment strategist for BlackRock in San Francisco and New York. Previously, she was an investment strategist with Merrill Lynch Investment Managers. Stephanie has been in the investment industry since 1999.
Stephanie earned an MFA from New York University and a BA from the University of California at Berkeley.
Experience listed may include partial year periods.