Stephanie has been with the firm since 2002 and is responsible for overseeing compliance, human resources, and business operations.

She received her Bachelor of Science in Business Administration with a concentration in finance from Susquehanna University and her Master of Business Administration degree with concentrations in Entrepreneurship and Management Information Systems from Drexel University. She is an Investment Adviser Certified Compliance Professional (IACCP®) designee.

Stephanie successfully completed the Schwab Executive Leadership Program in 2018—a one-year program of personal and professional growth designed to prepare leaders to manage and grow RIA firms. The program combines premier academic curricula and faculty from some of the nation’s top graduate schools, one-on-one executive coaching, and the deep industry experience of Schwab Advisor Services.

When not running the firm’s operations, Stephanie spends her time serving on the Philadelphia Alumni Board of Susquehanna University. She enjoys photography, spending time traveling, and learning about food and wine.

Stephanie resides in Phoenixville, PA with her husband Stephen and their three dogs.

CERTIFICATIONS/LICENSES:

•            Investment Adviser Certified Compliance Professional (IACCP®)

 

PROFESSIONAL ORGANIZATION AFFILIATION:

•            Good Samaritan Shelter – Board Member

•            Susquehanna University Philadelphia Alumni Chapter – Board Member

•            Society for Human Resource Management

•            Beta Gamma Sigma

•            Sigma Kappa Sorority

•            Alpha Kappa Psi