Stephanie joined LourdMurray in 2017 as an Investment & Wealth Strategist in the Beverly Hills office. She has more than eight years of experience in the financial services industry and previously held positions as an Associate Portfolio Manager at City National Rochdale and a Portfolio Analyst at UBS. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Los Angeles.
Stephanie received her MBA from the University of California Los Angeles Anderson School of Management and Bachelor of Arts degree from National Taiwan University. She resides in Los Angeles and is a native of Taipei, Taiwan.