STEPHANIE ANDERSON, CFA®

Vice President, Investment Manager

With Tri-Star since 2018

   

Stephanie Anderson provides investment information and financial advice while maintaining knowledge of a wide range of investment and financial products. Her main focus is on managing client portfolios specializing in asset allocation, risk management, and manager diligence. She makes decisions about financial and investment opportunities with her client’s best interest at heart. Stephanie brings 11+ years of experience in finance. Having earned her Bachelor of Arts with a concentration on finance from Michigan State University (magna cum laude), she has gone on to earn the designation of Chartered Financial Analyst (CFA) since 2015. She volunteers for Covenant HealthCare investment committee and is a member of the CFA Institute, Detroit CFA Society, and the Michigan State University Alumni Network.

What are your specific goals for Tri-Star Trust clients? To assist in creating an asset allocation for clients that help them meet their long-term financial goals, while also educating clients about investments and the process that is Tri-Star’s approach to investing.

What do you enjoy doing in your personal time? I love spending time with my family, reading, and baking

What’s your favorite quote?“If you look at what you have in life, you’ll always have more.  If you look at what you don’t have in life, you’ll never have enough.” – Oprah

What are your top three bucket list items?

  1. Visit Germany
  2. Visit all 50 states (been to 27)
  3. Read all the books on my on-going reading list