Client Service Manager
BA in Finance, University of Wisconsin - Milwaukee
MS in Accounting, Keller Graduate School of Management at DeVry University
- Jacobus Wealth Management, Inc., Senior Vice President - Operations
- U.S. Bancorp, Trust Department Securities Processor
Stephanie joined RMB Capital in 2017 when Jacobus Wealth Management (JWM) combined with RMB. Starting at JWM in 2003 as an investment associate, she brought securities processor experience from the Firstar/US Bank merger.
While working at JWM, she earned her master’s degree in accounting. She currently works on the Family Office Services team.
Stephanie spends her leisure time serving in her church and biking throughout the Milwaukee area with her husband.