Stephanie Stefanik Wealth Strategist
Joined Northern Trust
- Bachelor of Arts in Journalism, Indiana University
- Master in Business Administration Candidate, DePaul University
In her current role, Stephanie actively engages with prospective clients to assess their financial needs, determine how well their current plan serves them, and to uncover opportunities to better align that plan with their evolving individual, family and philanthropic goals. Core to her success is Stephanie's ability to build a bespoke team of advisors around each client relationship, utilizing the full breath of Northern Trust's global resources to meet client needs.
Over the course of her career, Stephanie has held leadership roles in international management, product design/development, and technology innovation. Each of those roles allowed Stephanie to follow her passion of continually evolving the Wealth Management client experience.
Stephanie serves on the Executive Committee for the Northfield Parks Foundation. She is also the Treasurer for the Friends of the Bridger-Teton Foundation.