“I like helping Truepoint advisors and the investment team deliver great service to our clients, and I enjoy creative problem solving on varied tasks that they throw my way. I love the Truepoint Team!”
On a given morning, Stephanie’s focus is on the daily list of tasks she completes on behalf of the investment and wealth advisor teams to keep Truepoint’s accounting systems current and accurate. The other half of the day can be quite varied and ever-changing, which to Stephanie, makes for a great balance of structure and spontaneity. This certainly aligns to her previous career as a residential architect where the skills she honed in that role (quantitative analysis, problem solving, attention to detail, and communication) have helped in her role as an Operations Associate at Truepoint. And occasionally, Truepoint needs a new office space, so she gets to dust off her old skills in a more literal fashion.
When she’s not putting together a visually pleasing Excel spreadsheet or organizing Truepoint’s Soup Club, Stephanie enjoys a number of creative and outdoor activities. Quilting, painting, and creating intricate storage solutions to keep junk organized (our office has benefited from this!) are some of her creative outlets. For more active endeavors, you can find Stephanie trying to exercise without knowing it with outdoor activities like hiking, rollerblading, walking, and biking. When there’s time left, Stephanie enjoys traveling, cooking, or watching SEC football.
Specialties: billing, daily download, GIPS compliance, helping clients navigate the portal, quarterly reporting, updating outside accounts