![Stephanie S. Ingersoll](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephanie S.
Ingersoll worked as a Portfolio Manager at OFI Advisors LLC and as an Investment Performance Associate at Cambridge Associates LLC in 2002.
She also worked as a Principal at Smith Barney & Co., Inc. in 2004.
In terms of education, she received an undergraduate degree from Washington & Lee University.
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Corporate Officer/Principal | 31/12/2002 |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 31/10/2004 |
OFI Advisors LLC
 OFI Advisors LLC Investment ManagersFinance OFI Advisors provides the following discretionary and non-discretionary investment advisory services to clients: (1) an alternative weight equity index investment program consisting of the OFI Revenue-Weighted Large-Cap Index, OFI Revenue-Weighted Mid-Cap Index, OFI Revenue-Weighted Small-Cap Index, OFI Revenue-Weighted Financials Sector Index, ,OFI Revenue-Weighted Ultra Dividend Index, OFI Revenue Weighted Global ESG Index and OFI Revenue Weighted ESG Index, over which OFI Advisors has discretionary authority to decide which securities to purchase and sell within the program’s portfolios, and (2) advisory services to seven series of the Oppenheimer Revenue Weighted ETF Trust, an open-end management investment company registered under the Investment Company Act of 1940, as amended. With respect to the Revenue Weighted Program, OFI Advisors offers clients model portfolios based on widely followed market indexes (or a subset of a widely followed market index in the case of the OFI Revenue-Weighted Ultra Dividend Index), re-weighted based on quantitative factors with a goal of outperforming the corresponding related benchmark index. | Gestionnaire de Portefeuille-Actions | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
OFI Advisors LLC
OFI Advisors LLC Investment ManagersFinance OFI Advisors provides the following discretionary and non-discretionary investment advisory services to clients: (1) an alternative weight equity index investment program consisting of the OFI Revenue-Weighted Large-Cap Index, OFI Revenue-Weighted Mid-Cap Index, OFI Revenue-Weighted Small-Cap Index, OFI Revenue-Weighted Financials Sector Index, ,OFI Revenue-Weighted Ultra Dividend Index, OFI Revenue Weighted Global ESG Index and OFI Revenue Weighted ESG Index, over which OFI Advisors has discretionary authority to decide which securities to purchase and sell within the program’s portfolios, and (2) advisory services to seven series of the Oppenheimer Revenue Weighted ETF Trust, an open-end management investment company registered under the Investment Company Act of 1940, as amended. With respect to the Revenue Weighted Program, OFI Advisors offers clients model portfolios based on widely followed market indexes (or a subset of a widely followed market index in the case of the OFI Revenue-Weighted Ultra Dividend Index), re-weighted based on quantitative factors with a goal of outperforming the corresponding related benchmark index. | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
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