
Stephanie Falbo
Senior Portfolio Associate
Philadelphia
Stephanie is a Senior Portfolio Associate at 1919 Investment Counsel. In her role, Stephanie works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning.
Prior to joining the firm, Stephanie worked at Merrill Lynch for six years as a Client Associate.
In her spare time, Stephanie enjoys spending time with her family and attending sporting events.
Stephanie received her Bachelor’s Degree in Science from Sacred Heart University.