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Stephanie McDonald

Stephanie McDonald

Vice President, Trust Administration

Stephanie is the Vice President of Trust Administration at Covenant Trust. She joined the company in March of 2022. As an integral part of the Trust Administration team, Stephanie is responsible for managing client accounts, client care, account maintenance, and working cross-functionally with the Portfolio Managers and the Financial Services Representatives to achieve client goals.

Stephanie possesses an impressive background with almost twenty years of experience in the trust and financial services industry. Prior to joining Covenant Trust, she served as Vice President & Trust Officer at Wintrust Financial Corp., where she worked with clients on their estates, trusts, and guardianships, handling all areas of administration and resolving complicated matters. She also spent several years in the trust department at The Northern Trust working with clients to achieve their goals. Her wealth of experience and demonstrated abilities, and clear passion for serving clients and building strong relationships all add value to the Covenant Trust team.

Stephanie is a graduate of the University of Illinois at Chicago where she earned a BS in Business Administration. She completed Trust School with Northern Trust and has studied investments through the New York Institute of Finance. In her free time, Stephanie volunteers with United Way of Illinois and enjoys traveling with her family.

Phone: 847-583-3243

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Covenant Trust logo
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

Continue

Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

Continue

Covenant Trust logo

By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.

Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.

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