Laurie Stefanowicz

Laurie Stefanowicz is a highly accomplished Wealth Manager and Partner at Crestwood, bringing with her a wealth of experience and expertise in financial planning and investment advice.

Prior to joining Crestwood in 2019, Laurie held the position of Senior Vice President and Managing Partner at Catamount Wealth Management, where she honed her skills and knowledge in wealth management.

Laurie excels in providing clients with holistic financial planning solutions, particularly focusing on areas like future planning, divorce, loss of a spouse, and retirement, helping clients navigate through complex financial decisions with ease.

In addition to her professional work, Laurie is a passionate advocate for women's financial empowerment, having initiated the 'Conversations with Women' program aimed at educating and empowering women to take charge of their finances.

Recognized for her exceptional contributions to the field, Laurie was named in the prestigious 2019 Investment News 40 under 40 Advisors list, a testament to her dedication and impact.

Laurie's educational background includes a Bachelor of Science degree in Organizational Development from Vanderbilt University, which provided her with a solid foundation for her career in finance.

Beyond her professional endeavors, Laurie is actively involved in various community organizations and initiatives, such as serving as the Vice-Chair of the St. Thomas Aquinas School Board and volunteering with local non-profits, showcasing her commitment to giving back.

In her personal life, Laurie enjoys spending quality time with her husband and two daughters, often engaged in a myriad of activities and pursuits.