Stephanie Feldman

Stephanie Feldman, CFP®, CTFA has over 20 years of experience in the finance industry. Stephanie currently holds the position of Senior Vice President, Wealth Advisor at Mesirow Wealth Advisors since October 2017. Prior to that, they worked as a Vice President, Wealth Specialist at Mesirow Financial starting from October 2013. Stephanie also has experience at US Trust, where they held the roles of Vice President & Senior Trust Officer from September 2010 to October 2013, and Trust Administrative Officer II from January 2007 to August 2010. Before joining US Trust, Stephanie worked as a Relationship Manager, Second Vice President at The Northern Trust Company from 1998 to 2006.

Stephanie Feldman, CFP®, CTFA attended the National and Graduate Trust School at ABA Trust School from 2007 to 2008. Stephanie obtained their Bachelor of Science (BS) degree from the University of Wisconsin-Madison from 1994 to 1998. In addition, they have obtained certifications including Series 66 and Series 7 in 2014, and CFP® and CTFA in 2009 and 2007 respectively.