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Stephanie Roberts

RIA Consultant (Self-employed)

Stephanie Roberts is a seasoned professional with 25 years of experience in the financial services sector, specializing in consulting for Registered Investment Advisory firms.

With an MBA in International Business Finance from the University of Notre Dame, Stephanie has a strong educational background and a wealth of practical experience.

Her career journey includes trading equity options at the Chicago Board of Options Exchange and Mako Derivatives in London, England, before transitioning to roles in financial services firms like Smith Barney and Morgan Stanley.

Stephanie's expertise lies in assisting RIA start-ups and guiding financial advisors through the process of becoming independent practitioners.

In her most recent roles, Stephanie served as the Director of Institutional Relations at Ibis Capital and later took on the role of a self-employed consultant, where she has successfully supported over 400 financial advisors entering the RIA space.

She is known for her contributions to launching proprietary asset management companies and her strong focus on operations, transitions, and advisor services within the independent RIA sector.

Stephanie Roberts
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Location

Greater Chicago Area