Stephanie joined TFR as a Portfolio Manager in October 2023, bringing with her an experience accumulated over 15 years of working with Unified Managed Accounts. Most recently, she worked for an overlay manager, where she primarily focused on tax-efficient investing. Her experience also encompasses back office operations and compliance, collaborating extensively with independent financial advisors. Stephanie graduated with a finance degree from Stephen F. Austin in 1997 and furthered her qualifications by obtaining the prestigious CFA charter in 2014.
Beyond her professional pursuits, Stephanie is a dedicated mother of two children, sharing her life with her husband, Matt, in Frisco. She enthusiastically supports her son during his baseball games and visits her daughter at college.