Stephanie J.H. Roberts, CFA, CFP^®, CRPS^®, CEPA

Stephanie is a Vice President and Partner of Haase Family Advisors at Steward Partners Global Advisory. She completed her undergraduate studies with a Bachelor of Science degree from the School of Hotel Administration at Cornell University in 1993. Stephanie earned her law degree and Masters in Business Administration from the University of Texas at Austin and a DEJEI from the Université de Paris X-Nanterre in 2000. She has worked in the financial services industry since 1999.

Prior to joining Brandon at Haase Family Advisors, Stephanie served as a Vice President in the Capital Introduction group at Goldman Sachs & Co., Inc. in Manhattan; Director of the Insignia Legacy Fund for Meritage Capital in Austin, Texas; Assistant Vice President of Investments for Alterra Capital, a Bermuda-based insurance company; and a stay at home mom for several years. Stephanie has her New York State life, accident, and health and long-term care insurance licenses. She is a Chartered Financial Analyst (CFA®), a Certified Financial Planner (CFP®), a Chartered Alternative investment Analyst (CAIA), a Chartered Retirement Plan Specialist (CRPS), a Certified Exit Planning Advisor (CEPA), and a retired member of the New York State Bar.

Stephanie and her husband Chris have two children, Grace and Henry. In her free time, Stephanie enjoys golf, working out, genealogy, and traveling with her family. Stephanie served on the Board of Trustees of Ellis Medicine as Treasurer, Chairperson of the Finance & Planning Committee, and member of the Investment, Pension, Executive, and Audit Committees from 2017 to 2024.

When Stephanie is not encouraging our clients to do things that are good for them and their financial plans, she is busy encouraging her family to do things that are good for them.