Stephanie is a Senior Client Advisor at the firm. She is a part of our experienced team of senior advisors working with clients to help them achieve their financial goals and objectives.  Additionally, Stephanie provides consulting services for client families who are business owners.

Prior to joining Ballentine Partners, Stephanie worked at Family Office Exchange (FOX) as a Relationship Manager Director. In that role, Stephanie worked with approximately seventy-five single family offices providing guidance on industry trends, family office best practices, and benchmarking through the resources available at FOX. In addition, Stephanie served as co-chair for three of FOX’s peer-to-peer councils.

Before her time at FOX, Stephanie worked at Chicago-based Personal Office Management, a firm focused on providing financial and project management assistance to high-net-worth families. Stephanie has a background in private equity investing on behalf of institutions and families, including six years with the family office of former U.S. Secretary of the Treasury, William Simon. Earlier in her career, she worked in corporate finance/mergers and acquisitions for two leading investment banks.

Stephanie earned a B.A. in political science from Wheaton College in Norton, MA.

Stephanie was born in West Berlin, spent time living in London and New York, and now resides in Newport, RI with her husband Scott, daughter Sophie, and rescue dog Hopper.  She enjoys exploring the local natural beauty on long walks, spending time with family and friends, and traveling.