Stefanie Assaro in

Stefanie Assaro

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Vice President - SMA Solutions - Values-Aligned Investment Strategist at BlackRock
📍 New York City Metropolitan Area, United States

Stefanie Assaro is a Vice President and Values-Aligned Investment Strategist at BlackRock, focusing on SMA solutions. Her expertise lies in creating bespoke, index-tracking portfolios that align with client values. She holds a Bachelor of Business Administration from Binghamton University and has prior experience in ESG products at Bloomberg LP.

While her public profile is focused on her finance career, her university experience included a role as a Campus Gym Building Manager, showcasing early leadership and operational management skills outside of her direct field of study.

Stefanie was a featured panelist at the CFA Society New Yorks 10th Annual Sustainable Investing Conference in 2024.

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Experience
10 Years
Current Role
Vice President - SMA Solutions - Values-Aligned Investment Strategist
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stefanie cares about

Values-Aligned Investing
Her current role at BlackRock's Aperio division is dedicated to creating bespoke investment solutions that directly align with the personal values and missions of clients.
Sustainable Investing
Demonstrated expertise by serving as a panelist at a recent CFA Society New York conference on sustainable investing, discussing the future of carbon offsets.
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Career

Work history

1-2024
Vice President - SMA Solutions - Values-Aligned Investment Strategist
BlackRock
4-2021 - 12-2023
Associate - Aperio - Values-Aligned Investing Team
BlackRock
4-2019 - 3-2021
Enterprise Account Manager
Bloomberg LP
6-2017 - 4-2019
Fixed Income Analytics Advanced Specialist
Bloomberg LP
8-2016 - 5-2017
Campus Gym Building Manager
Binghamton University
In the press

Media appearances

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Education
2013 - 2017
Bachelor of Business Administration (B.B.A.)
Binghamton University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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