Head of Investment Strategy and Innovation
- 1 Years with the firm
- 27 Years of industry experience
Stephanie is the Head of Investment Strategy and Innovation. In this role, she is responsible for leading strategy development across our product lines. She is also charged with product alignment and addressing identified client investment needs.
Previously, she held leadership positions at Fidelity Investments, Janus Henderson Investors (formerly Janus Capital Group) and Goldman Sachs. Most recently, she held the position of Executive Vice President, Investment Product Group, where she led product strategy for Fidelity’s $2 trillion asset management business. Before joining Fidelity in 2010, Stephanie was a Senior Vice President at Janus Capital Group. She also spent 13 years in positions of increasing responsibility at Goldman, Sachs & Co.
Stephanie earned a BA in international relations from Stanford University. She is a member of the Board of Overseers at Beth Israel Deaconess Medical Center in Boston, a member of the Board of Overseers for Boston Ballet, and a member of the Advisory Board of The Journal of Retirement. She is also a Trustee for the US Ski and Snowboard Foundation Board.
Experience listed may include partial year periods.