Stephanie joined the Client Service Team at Baker Street Advisors in 2015. Stephanie is primarily responsible for providing comprehensive financial planning services to individuals and their related entities.
Prior to Baker Street, Stephanie spent eight years at First Republic Investment Management in both client relationship management and portfolio management roles. As a portfolio manager at First Republic, Stephanie worked with clients to develop customized investment strategies that focused on asset allocation and long-term holistic financial planning. She has experience working with high net worth families, corporate executives and foundations in the areas of financial planning and investment advisory services. Stephanie began her career as a Financial Planning Analyst at The Ayco Company, L.P. , providing comprehensive financial counseling for corporate executives and high net worth families.
Stephanie holds a M.S. in Financial Planning from Golden Gate University and a B.S. in Management Science from the University of California San Diego. She became a Certified Financial Planner (CFP) in 2010 and earned her Certified Private Wealth Advisor (CPWA) designation in 2010 as well.