Senior vice president and managing partner,
Catamount Wealth Management
- Her first job was as a professional soccer player.
- Dream dinner party dates: Reese Witherspoon, Oprah Winfrey, Ruth Bader Ginsburg
- Wanted to be a teacher when she was growing up.
Laurie Stefanowicz is a registered investment adviser at Catamount Wealth Management in Westport, Conn. but she handles money differently than most.
“I don’t just put people in models,” she said. “I connect with my clients on a personal and professional level.”
Her unique style of advising emerged after playing professional soccer with the Atlanta Beat for one year.
“When you step on the field, you're setting goals constantly,” Ms. Stefanowicz said. “Every game's different. You need a strategy to beat each team. That’s what I apply to my clients on a regular basis.”
In addition to being senior vice president and managing partner, she helps to educate as many women as possible about finances. In 2012, her goal was to help teach 2,012 women. Although Ms. Stefanowicz has stopped counting, she’s made the same effort in subsequent years.
“Just last quarter I presented 25 seminars,” said Ms. Stefanowicz who serves as vice-chair on the board of St. Thomas Aquinas Catholic School.
She also helps Caroline House build awareness and fundraise for women and children to reach their potential through learning English and life skills.
“There is some overlap and connection between the people behind both missions,” she said.
— Juliette Fairley