Stephanie Saghy, Vice President, Investment Specialist; J.P. Morgan Private Bank
Stephanie is a Vice President and investment specialist of J.P. Morgan Private Bank. Based in Northbrook, IL, Stephanie is responsible for delivering the firm’s investment advice to ultra and high net worth clients. She works across the balance sheet to customize solutions that appropriately fit clients’ shortterm and long-term financial goals. Stephanie has a special focus on developing and delivering J.P. Morgan’s sustainable investment platform to her clients.
Stephanie joined J.P. Morgan Private Bank in 2008. Prior to her work with J.P. Morgan, Stephanie worked for Spero-Smith Investment Advisers, Inc in Beachwood, Ohio.
Stephanie is a holder of the right to use the Chartered Financial Analyst® designation. She also holds the Series 7 and Series 66 licenses. She received a Bachelor of Science in Business Administration with a dual-concentration in Finance and Management from Ohio Northern University. Stephanie is a member of the CFA Institute and the CFA Society of Chicago. She is a sustainer member of the Junior League of Chicago and has done volunteer work with The Primo Center for Women and Children. Stephanie resides in Chicago with her husband and daughter.