Compliance and Integration Director
Stephanie is a Registered Investment Advisor and is responsible for a variety of duties including client relations, trading, planning and operations.
Prior to joining The Alpine Financial Group in 2010, Stephanie supervised financial advisors in a compliance capacity at UBS Financial Services and Morgan Stanley and worked in a sales and trading capacity at Fidelity Investments. Having also served as an Assistant Vice President in Risk Management for Fifth Third Bank, Stephanie possesses a broad knowledge of both securities and banking. Stephanie earned her BBA from the University of Cincinnati and lives with her husband and two children in Mason, Ohio. She has been involved in a variety of non-profit organizations and is very active in both of her children’s schools.