As a private client advisor, Stephanie is responsible for maintaining and growing financial relationships with high net worth families through the comprehensive investment, credit, banking and wealth transfer platform of the Private Bank. Her experience in securities markets and investments, together with her understanding of the full array of banking services are valuable resources in providing wealth management solutions for her clients.
Prior to joining Bank of America in 2003, Stephanie worked at Lehman Brothers in Private Client Services and in Institutional Equity Sales. She has a bachelors degree from Georgetown University with a double major in finance and international business. Stephanie spent a semester in Copenhagen Denmark studying international business and business relations.
Stephanie is Series 7, and 63 licensed. She is a native Southern Californian, having returned from college to Manhattan Beach. She enjoys running, tennis, and cooking.