Laurie Stefanowicz in

Laurie Stefanowicz

Energizer · DISC type I
Partner, Chief Operating Officer at b/side partners
📍 Fairfield, Connecticut, United States

Laurie Stefanowicz is the Partner and Chief Operating Officer at b/side partners, a boutique family office. She has extensive experience in wealth management, previously advising high-net-worth families at firms like Crestwood Advisors and Catamount Wealth Management. She is a graduate of Vanderbilt University.

Outside of her finance career, Laurie has a distinguished background in athletics. She was a Division I Scholar Athlete and two-time captain for the Vanderbilt Women’s Soccer team, earning multiple All-SEC and All-Region honors for her performance on and off the field.

Laurie was inducted into the Westover Schools Athletic Hall of Fame.

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Experience
21 Years
Current Role
Partner, Chief Operating Officer
Job Level
Leadership
Location
Fairfield, Connecticut, United States
Personality Overview

How Laurie shows up

Imaginative
Relationship Oriented
Informal

They are really good at seeing what the long-term impacts of their decisions could be. They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Priorities

Topics Laurie cares about

Holistic Wealth Management
Her career focus is on providing comprehensive, independent services covering finance, tax, insurance, and legal assistance for high-net-worth individuals and families.
Family Office Operations
As Partner and COO, she manages the operational aspects of a boutique family office, ensuring seamless service delivery for clients.
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Career

Work history

11-2024
Partner, Chief Operating Officer
b/side partners
7-2019 - 12-2022
Partner, Wealth Manager
Crestwood Advisors
4-2008 - 12-2022
Managing Partner
Catamount Wealth Management
2006 - 2008
Strategic Manager
Team Epic, an MKTG Agency
2002 - 2004
Account Manager
Gatorade, Millsport
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-1997 - 5-2001
Bachelor of Science (BS)
Vanderbilt University
9-1994 - 6-1997
Education details unavailable
Westover School
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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