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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 clients.
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.
Citi 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, fixed income, hedge fund-of-funds, as well as multi-asset class and bespoke investment strategies.