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Laurie Stefanowicz

B Side Partners | Family Office for Elite Athletes

Laurie Stefanowicz is a Partner and Wealth Manager at B Side Partners, a family office for elite athletes.12 She has extensive experience in the financial services industry, particularly in wealth management and advisory roles for high-net-worth individuals and families.

Professional Background

Wealth Management Experience:: Laurie has a strong track record in managing significant investment portfolios. Prior to her current role, she managed $400 million in investment portfolios for high-net-worth families at Crestwood Advisors, a $5 billion AUM firm.1

Leadership Roles:: Before joining B Side Partners, Laurie held the position of Managing Partner at Catamount Wealth Management for over 14 years. During her tenure, she played a crucial role in the firm's growth, leading it to manage $400 million in assets under management (AUM).1

Entrepreneurship and Business Development:: At Catamount Wealth Management, Laurie was instrumental in:

  • Driving double-digit growth
  • Leading merger and acquisition processes
  • Developing marketing and communication strategies
  • Building a women's personal financial education platform1

Achievements and Recognition

Laurie's professional accomplishments have earned her several accolades:

  • Women's Choice Award
  • Five Star Professional Award
  • Named one of Fairfield County's 40 Under 40
  • Recognized as one of Investment News' 40 Under 40 Advisors for 20191

Personal Background

Beyond her professional life, Laurie is also known for:

  • Being a mother and wife
  • Coaching
  • Balancing multiple roles including being a mom, financial advisor, and leader34

Education and Early Career

Laurie attended Vanderbilt University.1 Her early career included roles such as:

  • Strategic Manager at Team Epic (formerly VELOCITY Sports & Entertainment)
  • Sales Representative at Alcon
  • Account Manager for Gatorade at Millsport1

Interestingly, Laurie also had a brief career as a professional soccer player with The Atlanta Beat in the Women's United Soccer Association during its inaugural season in 2001.1

Highlights

[PDF] FOIA Request Log - Human Resources - City of Chicago | Data Portal
Sep 11 · evolveme.work
How She Did It: Laurie Stefanowicz - EvolveMe
How She Did It: Laurie Stefanowicz - EvolveMe
Oct 24 · partywithmoms.com
VP & Managing Partner, Catamount Wealth Mgt. - Party with Moms

Related Questions

What are Laurie Stefanowicz's main responsibilities at B Side Partners?
How did Laurie Stefanowicz contribute to the growth of Catamount Wealth Management?
What awards has Laurie Stefanowicz received in her career?
What was Laurie Stefanowicz's role at Crestwood Advisors?
How did Laurie Stefanowicz's experience at Alcon impact her career?
Laurie Stefanowicz
Laurie Stefanowicz, photo 1
Laurie Stefanowicz, photo 2
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Location

Fairfield, Connecticut, United States