Stephanie Simmons is a Relationship Manager at Family Office Exchange (FOX). She brings to her role a background in family office operations, having served in both a dedicated office and virtual family offices. As a senior relationship manager, Stephanie works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.
Before joining FOX, Stephanie worked with family clients at Personal Office Management, a firm focused on providing financial and project management assistance to high net worth families. She also has a background in private equity investing on behalf of institutions and families, including six years with the family office of former U.S. Secretary of the Treasury, William Simon. Earlier in her career, Stephanie worked in corporate finance/mergers and acquisitions for two leading investment banks. In addition to Chicago, Stephanie has lived and worked in New York, London, and Vero Beach.
Stephanie earned a B.A. in political science from Wheaton College in Norton, MA.