Stephanie assists with the trading, research and management of fixed income securities including municipal, corporate and treasury bonds and actively conducts research in credit quality, pricing, duration and the interest rate cycle. Additionally, Stephanie, along with her colleagues, considers each client’s circumstance – such as tax implications and investment policy – when adding or removing a security from a portfolio. Stephanie is a member of the firm’s Investment Policy Committee. Along with her colleague Elizabeth Baldassari, she coordinates and manages a wide array of fixed income research. Stephanie is involved in all of the day-to-day aspects of the firm including account administration, branding, and communicating with the firm’s partnering institutions.
Stephanie graduated magna cum laude from Kutztown University with a BS in Psychology. She has also received certifications as a Certified Fixed Income Practitioner and an Accredited Portfolio Management Advisor and holds a Series 65 securities license.
In her free time, Stephanie enjoys travel and being outdoors, yoga and exercise, and spending time with her family and friends.
Her favorite book is The Four Agreements by Miguel Ruiz.