Strategic Investment Group

Stephanie L. Anderson, CFA

Partner, Client Service

Ms. Anderson is responsible for client service and business development at Strategic. Prior to joining Strategic, she was a consultant with The VIP Forum, a Washington, DC-based research group that provides best practices strategic research to private banks and investment management firms. She has additional strategy consulting experience with Mercer Management Consulting. Prior to joining Mercer, Ms. Anderson worked for The Capital Group Companies, Inc. in Los Angeles. She holds a B.A. in Economics from Yale University and an M.B.A. in Strategic Management and Finance from The Wharton School at the University of Pennsylvania. Ms. Anderson is a member of the CFA Institute and the CFA Society of Washington D.C. She has completed the Series 65 and 3 securities examinations.

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