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