Stephanie is the newest member of the Thompson Wealth Management team, joining in January 2018. She brings with her 10 years of experience in the financial services industry, having previously worked for Bear Stearns and JP Morgan in the prime brokerage division. Stephanie served as the assistant to the Senior Executive Director and also managed the vetting team which performed due diligence on hedge fund managers opening Prime Brokerage Relationships. In addition, she created and maintained the processes and procedures for the “On Boarding Process” in the Prime Brokerage Division. This experience has proven to be an excellent foundation for her here at Thompson Wealth Management. As a member of our client service team, Stephanie supports daily operations and fulfills client requests, helping to ensure that every client experience exceeds expectations.
Stephanie also gives generously of her time to charitable causes, having held volunteer positions at a local hospital and elementary school, as well as being very active with our local Girl Scouts of America. She is originally from Youngstown, Ohio. After attending The Ohio State University, she moved to New York City where she began her career, eventually relocating to Melbourne, where she currently resides with her husband, Angelo and their daughter, Giuliana. In her free time she enjoys reading and spending time at the beach.