Stephanie Zwade has 13 years of experience within the financial services industry in various roles. Stephanie was a member of the investment teams of several large Broker Dealers, including working as a private client investment associate and a financial advisor. She then joined the Chartered Alternative Investment Analyst (CAIA) Association’s business development team, cultivating meaningful relationships and partnerships for the professional organization. Her extensive experience with Broker Dealers and in the alternative investment space allows her to understand the specific needs and expectations of financial professionals and their businesses. She brings her wealth of knowledge to our team, assisting us with forming valued client relationships and helping clients find the solutions most beneficial for them.
Stephanie graduated from East Carolina University with a Bachelor of Science degree and earned her Master of Business Administration degree from Nova Southeastern University. She also holds the CAIA certification in Fundamentals of Alternative Investments.
Stephanie loves to travel, spend time with her family and friends, and is a Peloton and Pure Barre enthusiast.
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