We have been managing assets for private clients and helping them to meet their
investment goals for more than 80 years.
Stephanie oversees a global team dedicated to providing discretionary investment
management solutions across asset classes to private clients worldwide. She brings
20 years of experience in asset management and building investment strategies for
Previously, Stephanie was executive vice president of investment management at
Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton.
She oversaw all aspects of investment management, investment administration, performance
evaluation and risk management.
Stephanie has a BA in Economics and Mathematics from St Lawrence University and
also holds the Chartered Financial Analyst designation.
Investment Management is the Private Bank’s discretionary investment
management organization, which seeks to provide clients with competitive risk-adjusted
returns throughout market cycles. Our expertise includes equities,
fund-of-funds, as well as multi-asset class and bespoke investment strategies.