Dee is a Partner in the New York Office. She works closely with clients to understand their financial needs and provide comprehensive wealth management services including, portfolio construction, cash flow modeling and generational planning.
Dee started her career in the marketing department of Institutional Investor Magazine. She then joined a boutique financial firm that specialized in custom designed, top-heavy pension plans for small businesses. She was the President of Stern Slavutin-2 Inc., which continues to serve wealthy individuals in estate and financial planning. In this role, Dee founded the Institute for Advanced Tax and Business Planning, which provided educational seminars for financial professionals.
Dee received her Bachelor’s degree, Magna Cum Laude, from SUC New Paltz, her Master’s degree in Literature from McGill University and her MBA in Finance from Fordham University. She is also a Chartered Financial Consultant (ChFC®).
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