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.