Head of Index
- 5 Years with the firm
- 22 Years of industry experience
Stephanie is Head of Index. She is responsible for managing all aspects of the index business including portfolio management, asset retention and growth, business strategy, profitability and the development of index investment staff into roles of increasing responsibility. Stephanie works closely with the heads of equity and fixed income index.
Previously at the firm, she was responsible for co-heading the index division as well as articulating Mellon’s index strategies to clients and prospects. 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.