Stephanie Whittier co-heads the foundation and endowment services team at Morgan Stanley Private Wealth Management, offering specialized investment management solutions that range from the creation of investment policy statements to asset allocation and consolidated reporting advice. She joined Morgan Stanley in 1975 after graduating from Boston College with a B.S. in accounting and has since held positions across Morgan Stanley’s many sectors, including investment banking, real estate, and institutional equity. She has authored articles on issues relating to family office management, and has expertise in business and product development, business administration, risk management, finance, and personal wealth management.
Stephanie serves on the boards of Grace Outreach, Hand in Hand, and National Executive Services Corps. She also works actively with Student Sponsored Partners and Christo Rey Schools, which recruits at-risk students motivated to take advantage of the opportunity for a quality high school education.
A second-generation Irish American with roots in Mayo and Tipperary, Stephanie is involved in fundraising efforts for St. Patrick’s Cathedral in New York.