DIRECTOR, GIFT PLANNING
As the Director of AmPhil’s Gift Planning Team, Stephanie works with clients to implement successful gift planning programs and to identify giving strategies that best align with the needs and intent of donors.
Prior to joining AmPhil, Stephanie worked at Stand Together in Arlington, VA, where she managed and grew their Gift Planning and Family Advisory Team. Stephanie also has years of experience working in wealth management at UBS Financial Services and Alliance Bernstein, where she managed investments and crafted financial planning strategies for high-net-worth individuals, families, trusts, foundations, and retirement plans.
Stephanie earned a bachelor’s degree in finance from The King’s College in New York City and carries a CAP®, Chartered Advisor in Philanthropy, designation from The American College of Financial Services. In her free time, she enjoys skiing, hiking, and hydroponic gardening with her husband at their home in Weehawken, New Jersey.