Stephanie Bush is Carnegie Investment Counsel’s Chief Compliance Officer and Operations Director. Stephanie enjoys being a resource for the firm and its employees. She is responsible for the firm’s compliance with various regulations and also helps steer the firm’s operational initiatives.
Stephanie joined Carnegie when the Alpine Financial Group and Carnegie merged in 2013. Before Alpine, Stephanie supervised advisors in a compliance capacity at UBS and Morgan Stanley and served as an advisor and manager at Fidelity Investments. Having also worked with regulators in her role in enterprise risk management for Fifth Third Bank, she possesses a broad knowledge of both securities and banking.
Stephanie earned her Bachelor of Business Administration in Accounting and Finance from the University of Cincinnati. Stephanie has been involved in a variety of non-profit organizations including community theater and Give Back Cincinnati. Being a new Cleveland resident, she recently joined Give Chagrin Valley, and she still enjoys fundraising for St. Jude. In her spare time, Stephanie loves exploring her new hometown of Chagrin Falls with her two children and husband and is also getting accustomed to a bit more snow.
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