Stephanie Upston
Wealth Management Adviser
Stephanie believes in building long term relationships with clients and specialises in providing a personalised investment strategy to for-purpose organisations, high net worth individuals, trusts, and corporations. With a strong commitment to personalisation, Stephanie ensures that each portfolio is tailored to meet the specific needs and goals of clients.
Prior to her role as an investment adviser at JBWere, Stephanie worked in Private Wealth Management at Merrill Lynch in New York City, there she graduated Magna Cum Laude from Wagner College with a degree in Economics and is a NZX adviser.
During her collegiate career she was a division one athlete as the captain of the Women’s Swim and Dive team. Outside of work Stephanie enjoys spending time with her friends and family and is passionate about travel, food, and sports. Stephanie joined JBWere in 2020.