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Biography

Stephanie is a Principal in the West Conshohocken office and a member of the Client Engagement Group, serving as Client Experience Director.

Prior to joining Cerity Partners, Stephanie started her career at Lincoln Financial Group where she initially participated in a two-year leadership development program focused on enterprise business development and relationship management. She then successfully served in several wholesaler positions at Lincoln Financial, ultimately earning top performer honors as a Leaders Club Winner. Following Lincoln Financial, Stephanie held business development and client service roles at FS Investments (now, Future Standard) and Envestnet – with a heavy focus on supporting both RIAs and HNW clients.

Stephanie earned a BS in Business Administration and Management (with minors in Finance and Marketing) from High Point University where she was also a member of the Investment Club, Golf Club and Alpha Chi Omega.

Outside of work, Stephanie enjoys golf, cooking, Philadelphia sports, and fitness.

Education

  • BS in Business Administration and Management (with minors in Finance and Marketing) from High Point University

Highlights

  • FINRA (Series 7, SIE, and Series 63) and Life, Accident & Health Insurance licensed
  • Certified in both Private Equity and Alternative Investments from the Chartered Alternative Investment Association (CAIA)

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.