Stephanie is a Senior Client Service Associate on the High Net Worth team, which specializes in working with clients with more than $4 million in investment assets. She provides personalized service to clients, Ballentine team members, and external advisors. As a primary point of contact for many client relationships, Stephanie manages disbursements, custodial paperwork, coordinates with outside advisors, and supports senior members of the High Net Worth team. She is passionate about delivering exceptional client service.
Prior to joining the firm in 2009, Stephanie worked at The Family Estate Planning Law Group (d/b/a The Vincent E. Bonazzoli Law Firm) as Client Relations Director and Executive Assistant. In that role, she managed calendars for two attorneys and two paralegals, led client meetings, organized office events, and supervised a team of four. She supported the same estate planning attorney for 13 years.
Stephanie earned a Master’s degree in Education, with a concentration in Computers in Education, from Lesley University, and a Bachelor of Arts in English and Elementary Education from the University of Massachusetts Amherst.
Stephanie was elected President of the Boston Region of Hadassah, effective January 1, 2024, and is serving a three-year term. In 2011, she co-chaired the Sisterhood of Temple Emanuel cookbook committee, which published From Our Table: Kosher Recipes for Everyday and Holidays. In her spare time, she enjoys baking and attending Zumba classes. Stephanie lives in Newton with her husband and has two young adult children.