Vanderbilt University

Westover School

Partner, Crestwood Advisors

B Side Partners

Chief Operating Officer

• Managed $400 million investment portfolios of high-net-worth families within a $5 billion AUM firm.
• Served as advisor to high-net-worth individuals and their families.
• Developed a tailored investment approach to each relationship, using financial planning analysis, investment strategies, and targeted goals and objectives.

Crestwood Advisors

Partner, Wealth Manager

•	Provided comprehensive wealth management services for high-net-worth individuals, offering personalized strategies to optimize their financial goals and secure their long-term prosperity.
•	Served as the principal leader in establishing and achieving double-digit growth for a successful RIA firm with $400M AUM. Managed all aspects of firm operations, including staffing, marketing, business development, and investment management.
•	Led the merger and acquisition process from 2019 to 2022, which involved strategy development, target identification, valuation analysis, negotiations, due diligence, closing, and facilitating the transition.
•	Achieved double-digit growth by providing advisory and management services to approximately 150 high-net-worth clients with $400 AUM. Developed individualized strategic plans to guide clients towards their financial goals.
•	Established, deployed, and expanded a women’s personal financial education platform, which included events, seminars, newsletters, and resources. Acquired over 2,000 participants in the first year, with consistent annual growth.
•	Led and fostered collaborative teams across multiple locations, leveraging diverse skill sets to achieve organizational targets.
•	Developed and implemented annual marketing and communications strategies to increase revenue and enhance brand positioning.
•	Recognized with the Women's Choice Award, Five Star Professional Award, Fairfield County's 40 Under 40, and Investment News' 40 Under 40 Advisors for 2019.

Catamount Wealth Management

Managing Partner 

(Formerly VELOCITY Sports & Entertainment)
Played a pivotal role in brand positioning, providing strategic marketing services to develop sponsorship, lifestyle, and marketing portfolio.

Team Epic, an MKTG Agency

Strategic Manager

Developed and executed a specialty pharmaceutical sales plan to achieve volume growth and increase market share

Alcon

Sales Representative

Directed Gatorade’s extensive grassroots marketing program in youth soccer

Gatorade, Millsport

Account Manager

The Women's United Soccer Association (WUSA), was the world's first women's soccer league in which all the players were paid as professionals. Founded in February 2000, the league began its first season in April 2001 with eight teams in the United States.

Founder’s Cup Finalist and League Champion team member in the inaugural season of WUSA

Laurie Stefanowicz