Stephanie K. C.

Stephanie Chak is a seasoned executive and trusted advisor with significant experience in the finance industry. She is currently enrolled in the full-time MBA program at UNC Kenan-Flagler and serves as the President of the Kenan-Flagler Pride Club. Stephanie's roots in entrepreneurship started when her parents immigrated to the US from China and built a flower farm, and she became involved in the business from a very young age. Stephanie's first venture into small business helped her discover her passion for helping business owners. She holds an MBA from UNC Kenan-Flagler and a Master of Arts degree in Government from the Johns Hopkins University.

Stephanie's areas of expertise include building relationships, consulting families through market volatility, and working on strategic financial goals while balancing market dynamics to optimize portfolio allocations. She has also focused on the evolving role of insurance in helping companies manage cybersecurity risk. In her previous roles, Stephanie worked as a Relationship Manager at Citi, a Wealth Manager at Steward Partners Global Advisory, a Financial Advisor-Financial Planning Specialist at Morgan Stanley Smith Barney LLC, and a Registered Associate at Citi Smith Barney. She also held a Finance and Operations Advisor role at Chak Nursery, Inc.

As a professional with a background in finance and a passion for entrepreneurship and the evolving role of insurance in cybersecurity risk management, Stephanie is an expert in building and managing relationships with clients while helping them navigate financial challenges. With a wealth of expertise and an entrepreneurial mindset, Stephanie is poised to create significant value for her clients, businesses, and the broader industry.