Stephanie Guild

Senior Director, Investment Strategy

Steph Guild is Head of Investment Strategy for Robinhood Financial, a growing brokerage giving millions of people access to our financial system. Prior to joining Robinhood, Steph spent 21 years within the financial services industry, most recently as a Managing Director and Investment Specialist at JPMorgan Private Bank. She worked closely with many of the firm’s clients to build and manage investment portfolios that served their overall needs and financial plans. In addition, she was an active part of shaping advisor and client tools, serving on the Tech Council. Steph’s previous experience at JPM includes working with institutional and intermediary clients in London and NY within the US Equity team, and as part of the broader client advisory team, both within JPMorgan Asset Management. Steph holds a BBA from James Madison University and is a CFA charterholder. She is registered with FINRA, holding Series 7, 63 and 24 licenses. On her off days, she spends time with her husband and two children, playing tennis, hiking and mediocre skiing.

Talks About
#nuveen #retirement #bethechange #andextraordinaryis

Preferred Locations
#NorthAmerica