SVB Asset Management
Building lasting client relationships has long been a passion for Stephanie. She joined SVB in 2014 as a relationship advisor. In this role, she managed new client onboarding and existing client relationships for the New York corporate finance portfolio, which included innovative clients at all life stages. Prior to that role, Stephanie served clients with a high net worth at Morgan Stanley Private Bank, where she worked as a lending product support specialist and an associate private banker. Stephanie has also worked in wealth management at Merrill Lynch. And she launched her career as a personal banker at Wells Fargo Bank while earning her bachelor’s degree from the University of Denver, where she majored in finance with a minor in accounting and economics.
In her spare time, Stephanie loves to cook, travel and experience the great outdoors, enjoying such outdoor activities as hiking, camping and snowboarding. As a certified holistic health counselor, essential oil wellness advocate and avid practitioner of yoga, Stephanie is also passionate about fitness and well-being.
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