Stephanie Li

Senior Investment Analyst

Stephanie is a Senior Research Analyst. She joined the firm in 2018 and primarily focuses on software, energy and related opportunities. She formerly worked at Blue Ridge Capital and at Evercore in M&A. Stephanie graduated summa cum laude with a Bachelor of Science degree in Economics from the Wharton School at the University of Pennsylvania.

Studied

University of Pennsylvania

Past Firms

Blue Ridge Capital Evercore

Our team

All

Leadership

Investment Team

Client Team

Leadership, Investment

Ravenel Curry III

Founder, Chairman & Co-CIO

ravenel-curry-iii

Leadership, Investment

Alec Henry

Managing CIO

Michael Falcon

Chief Executive Officer

Leadership, Investment

Adrian Meli

Co-CIO

Alex Frouman

Senior Investment Analyst

Ambar Bajaj

Head of ETF and Platform Distribution / Client Team

Angela Jacobs

Senior Portfolio Administrator

Leadership, Client

Anne Maffei

Chief Marketing Officer / Client Team

Ann Marie Egan

Portfolio Administrator

Bill Lynch, CFA

Client Team

Caroline Curry

Client Team

Chip Robie

Chief Operating Officer

Chris Athanaskos

Portfolio Administrator

chris-athanaskos

Chris Paolella

Client Team

Christine Lynch

Head of Portfolio Administration

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Danyelle Jacobs

Portfolio Administrator

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David Boon

Managing Director

Eileen Jang

Senior Investment Analyst

Eliza Choo

Director, Finance and Administration

Ellen Chang

Data Scientist

Emma Sherer

Director of Marketing / Client Team

James Varley

Senior Trader

Jana Roberts

Operations Specialist

Jared Buell, CFA

Head of Intermediary Distribution / Client Team

jared-buell-cfa

Leadership, Investment

Jason Feinberg

Head of Trading

Leadership, Client

John Galateria

Head of Client Team

Jonathan Gandelman

Senior Investment Analyst

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Karina Novak

Portfolio Administrator

Kelli Stauffer

Head of Funds Administration

Loretta Harris

Head of I.T.

Mark Robertson

General Counsel & Chief Compliance Officer

Mary Alice Deering

Office Administrator

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Michael Bruno

Client Team

Mike Stillitano

Head of Product Strategy / Client Team

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Morgan Bielawski

Sales Analyst

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Naajia Bacchus

Executive Assistant to the CEO

Nannette Racette-Aquayo

Senior Trader

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Richard Ong, CFA

Partner Emeritus

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Ricky Balaban

Chief Financial Officer

Rilee Monroe-Jones

Client Team

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Sam Paglia

Senior Investment Analyst

Stephanie Li

Senior Investment Analyst

Taylor Klimek

Compliance Officer

Tom Altonji

Business Applications Manager

Will Hyland

Head of EMEA / Client Team

Yinh Hinh

Client Team