Managing Director of Operations & Technology
Stephanie Notarianni, CFP®, CTFA is Managing Director of Operations and Technology. Stephanie leads Pitcairn’s Insurance, Operations, and Technology departments. She provides input on the firm’s strategic planning and is responsible for leading technology initiatives designed to improve the client and employee experience.
Stephanie previously served as Director of Family Office Process and Technology, Family Office Services Manager, Personal Financial Manager, and Personal Financial Analyst. Her work encompassed implementation of long-term financial plans for families, investment strategy development, risk management, tax planning, and analysis and client reporting for families.
Prior to joining Pitcairn in 2010, Stephanie worked as a licensed Paraplanner at Ameriprise Financial. In this role, she performed research, planning, and trading functions for a team of senior advisors focused primarily on investment and retirement planning.
Stephanie received her BS and MBA, both magna cum laude, from Drexel University. She holds the designations of CERTIFIED FINANCIAL PLANNER™ and Certified Trust Financial Advisor, and has a PA Insurance License.