Stephanie assists with the trading, research, and management of fixed income securities, including municipal, corporate, and treasury bonds. Along with her colleague Elizabeth Baldassari, she actively conducts research in credit quality, pricing, duration and the interest rate cycle and is a member of the firm’s Investment Policy Committee.
Stephanie graduated magna cum laude from Kutztown University and has received certifications as a Certified Fixed Income Practitioner (CFIP), Accredited Portfolio Management Advisor (APMA), and holds a Series 65 securities license. She has taken continuing education coursework in High Yield Finance, Corporate Credit Analysis, and Financial Analysis of Local Governments. She is a member of the California Society of Municipal Analysts.
In her free time, Stephanie enjoys traveling, exercising, and spending time with her family and friends. She is based out of our headquarters in Sausalito, CA.