Stephanie Withers joined Bel Air Investment Advisors LLC in 2015 as a Senior Vice President to help build the firm’s wealth management business in San Francisco. She comes to Bel Air with over 15 years investment experience, all based in the San Francisco Bay Area. Stephanie most recently served as an Executive Director in J.P. Morgan’s Private Bank, responsible for strategic asset allocation decisions and the implementation of investment solutions for clients, including tactical tilts, manager selection and portfolio construction.
Prior to J.P. Morgan, she spent seven years in the investment research department at Goldman Sachs covering the software and media sectors. Earlier in her career, she worked as an Associate at Cambridge Associates, an investment banking analyst at Robertson Stephens, and an “extern” in Lima, Peru with TechnoServe, an NGO helping to lift enterprising people in the developing world out of poverty. Stephanie was raised in the Boston area, attended Phillips Academy Andover and the University of Pennsylvania. Stephanie is a CFA charter holder and a member of both the CFA Institute and San Francisco Analyst Society. She lives in San Francisco with her husband, son and two daughters.