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Stephanie Urugutia

Senior Associate

Stephanie Urugutia

Senior Associate

Stephanie addresses client queries related to reporting, documentation requests, and client onboarding; including AML procedures. She also serves as a main point of contact for clients who are subscribing/committing to PA’s advisory funds.

Prior Experience:

  • Wells Fargo
  • GlobeTax
  • Immigrant Women and Children Project

Academic:

  • Bard College, BA