Stephanie joined J.P. Morgan Private Bank in 2008. Prior to her work with J.P. Morgan, Stephanie worked for Spero-Smith Investment Advisers, Inc in Beachwood, Ohio.
Stephanie is a holder of the right to use the Chartered Financial Analyst® designation. She also holds the Series 7 and Series 66 licenses. She received a Bachelor of Science in Business Administration with a dual-concentration in Finance and Management from Ohio Northern University. Stephanie is a member of the CFA Institute and the CFA Society of Chicago. She is a sustainer member of the Junior League of Chicago and has done volunteer work with The Primo Center for Women and Children. Stephanie resides in Chicago with her husband and daughter.