Stephanie Furgol, Research Assistant, serves an integral role on our Portfolio Management Team. In this role, she is responsible for the implementation of investment and portfolio management decisions. She works closely with our CEO and President to ensure that client portfolios are invested properly. Primarily, she manages all aspects of securities trading. In addition, she maintains the technology that supports all portfolio management from performance reporting to tax lot accounting.
She came to us with over ten years experience in business which included administrative support and her most recent role as a compliance coordinator.
Stephanie graduated from Utica School of Commerce with a degree in computer operations.
