Stephanie McCormick

Stephanie is a portfolio manager and the head of New York private client. Prior to joining the firm in 2014, Stephanie spent seventeen years as a managing director and portfolio manager at Parkview Wealth Management, an ultra-high net worth family office, based in New York City. While building the family office, Stephanie’s role included managing opportunistic fixed income portfolios, manager selection for all asset classes, and asset allocation for multi-generational clients. Prior to that, Stephanie worked for JP Morgan. After completing the management training program there, she worked in private banking operations in Delaware and as an assistant fixed income portfolio manager in New York. In addition, Stephanie worked in Basel, Switzerland for Swiss Bank Corporation managing fixed income portfolios for private clients.