Laurie Stefanowicz

Laurie Stefanowicz is an accomplished financial professional with extensive experience in wealth management and investment advisory services. She served as a Partner and Wealth Manager at Crestwood Advisors from July 2019 to December 2022.1 During her tenure at Crestwood, Stefanowicz managed $400 million in investment portfolios for high-net-worth families within a $5 billion AUM firm.1

Career Highlights

Crestwood Advisors: As a Partner and Wealth Manager, Stefanowicz:

• Served as an advisor to high-net-worth individuals and their families
• Developed tailored investment approaches for each client relationship
• Utilized financial planning analysis, investment strategies, and targeted goals to meet client objectives1

Catamount Wealth Management: Prior to and concurrent with her role at Crestwood, Stefanowicz was a Managing Partner at Catamount Wealth Management from April 2008 to December 2022. In this position, she:

• Led the establishment and growth of a successful RIA firm with $400M AUM
• Oversaw firm operations, staffing, marketing, business development, and investment management
• Led the merger and acquisition process from 2019 to 2022
• Provided advisory and management services to approximately 150 high-net-worth clients
• Built and grew a women's personal financial education platform1

Education and Achievements

Stefanowicz holds a degree from Vanderbilt University, where she was a Division I Scholar Athlete on the Women's Soccer Team from 1997 to 2001.1 Her academic and athletic achievements include:

• NCAA Division I Collegiate Women's Team Captain (1999 and 2000)
• Academic All-SEC Honor Roll (1997-2000)
• All Central Region Player (1998 and 2000)
• All-SEC Team (1998 and 2000)

Awards and Recognition

Throughout her career, Stefanowicz has received several notable awards:

• Women's Choice Award
• Five Star Professional Award
• Named one of Fairfield County's 40 Under 40 in June 2015
• Recognized as one of Investment News' 40 Under 40 Advisors in 20191

Laurie Stefanowicz's extensive experience in wealth management, coupled with her leadership skills and academic background, has established her as a respected professional in the financial advisory industry.