Stéphanie joined PPT in 2014 as a wealth manager for Swiss and European families. A pioneer in responsible investment, PPT provides an ideal setting for Stéphanie to develop her expertise in sustainable finance which she engages to advise clients who want their portfolios to reflect their values and preferences in terms of ESG and impact. She has also been a member of the jury of the Swiss Sustainable Funds Awards since 2019.

Stéphanie has spent her entire professional career in the field of wealth management and advising major private and institutional clients, first at Morgan Stanley in New York, London and Zurich, then at Lombard Odier and BNP Paribas in Geneva.

Stéphanie holds a Certificate of Advanced Studies in SDG Investing from the Graduate Institute of International and Development Studies, as well as a Master in Economics and Finance from the University of St. Gallen and a Master in International Management from Bocconi/CEMS University. She is also a CFA charterholder, a member of the Swiss CFA Institute and an active volunteer with the CFA Institute supporting the CFA program.

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