Stephanie is a Senior Client Service Associate in the High Net Worth team, a group specialized in working with clients with over $3.5 million in investment assets. Stephanie provides personalized service to her clients, Ballentine team members, and external advisors. She is the point of contact for many client relationships and handles client disbursement of funds, organizes custodial paperwork, coordinates with outside advisors, and provides direct support for senior members of the High Net Worth team. She has a passion for helping clients to ensure the best service possible.
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 the Client Relations Director and Executive Assistant where she managed the calendars of two attorneys and two paralegals, conducted client meetings, planned and organized office events and functions, and managed a team of four. Stephanie 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 degree in English and Elementary Education from the University of Massachusetts, Amherst.
Stephanie is currently the Vice President of Education for the Boston Chapter of Hadassah and is currently serving on the Board of Trustees at Temple Emmanuel in Newton. In 2011, she co-chaired the cookbook committee, and the Sisterhood published a new cookbook called “From our Table: Kosher Recipes for Everyday and Holidays.” Stephanie likes to bake in her spare time and also attends Zumba classes regularly. Stephanie is married, lives in Newton, and has two teenage children.