Stephanie has more than 15 years of experience in the investment management and strategy consulting industries. She joined Mercer Advisors to pursue her passion for helping clients make smart financial decisions and confidently navigate all of life’s transitions to achieve their life goals. Prior to joining Mercer Advisors, Stephanie was a Director and Partner on the relationship management team at Strategic Investment Group, helping institutional clients and high-net-worth families oversee their investment portfolios. Stephanie earned an MBA with a concentration in Finance and Strategic Management from The Wharton School at the University of Pennsylvania. She holds a bachelor’s degree in Economics from Yale University. Stephanie is a CFA® charterholder and a CFP® professional. She is a member of the CFA Institute, CFA Society of Washington, and the Financial Planning Association.