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Laurie Stefanowicz
B Side Partners | Family Office for Elite Athletes
Laurie Stefanowicz is a Partner and Wealth Manager at B Side Partners, a family office for elite athletes.12 She has extensive experience in the financial services industry, particularly in wealth management and advisory roles for high-net-worth individuals and families.
Professional Background
Wealth Management Experience:: Laurie has a strong track record in managing significant investment portfolios. Prior to her current role, she managed $400 million in investment portfolios for high-net-worth families at Crestwood Advisors, a $5 billion AUM firm.1
Leadership Roles:: Before joining B Side Partners, Laurie held the position of Managing Partner at Catamount Wealth Management for over 14 years. During her tenure, she played a crucial role in the firm's growth, leading it to manage $400 million in assets under management (AUM).1
Entrepreneurship and Business Development:: At Catamount Wealth Management, Laurie was instrumental in:
- Driving double-digit growth
- Leading merger and acquisition processes
- Developing marketing and communication strategies
- Building a women's personal financial education platform1
Achievements and Recognition
Laurie's professional accomplishments have earned her several accolades:
- Women's Choice Award
- Five Star Professional Award
- Named one of Fairfield County's 40 Under 40
- Recognized as one of Investment News' 40 Under 40 Advisors for 20191
Personal Background
Beyond her professional life, Laurie is also known for:
- Being a mother and wife
- Coaching
- Balancing multiple roles including being a mom, financial advisor, and leader34
Education and Early Career
Laurie attended Vanderbilt University.1 Her early career included roles such as:
- Strategic Manager at Team Epic (formerly VELOCITY Sports & Entertainment)
- Sales Representative at Alcon
- Account Manager for Gatorade at Millsport1
Interestingly, Laurie also had a brief career as a professional soccer player with The Atlanta Beat in the Women's United Soccer Association during its inaugural season in 2001.1
