Stephanie Iglesias

Based in our New York office, Stephanie works closely with advisors and relationship managers to ensure a premium level of tailored support for client service needs. She brings 15 years of experience in the financial services industry, with the past eight years dedicated to wealth management and financial planning. She plays a key role in delivering a seamless client experience, overseeing account onboarding, performance reporting, and managing daily account operations. Prior to joining Summit Trail, Stephanie held positions at private banks and wealth management firms, beginning her career in consumer banking where she earned her investment and insurance licenses.