Stephanie Schaaf, CFA, CFP®, CAIA
Co-Chief Investment Officer
Stephanie joined LourdMurray in 2017 as an Investment & Wealth Strategist in the Beverly Hills office. She has more than 20 years of experience in the financial services industry and previously held positions as an associate portfolio manager at City National Rochdale and a portfolio analyst at UBS. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of Los Angeles.
Stephanie received her MBA from the University of California Los Angeles Anderson School of Management and Bachelor of Arts from National Taiwan University. She resides in Los Angeles and is a native of Taipei, Taiwan.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC-registered investment advisor. IAPD
© 2025 Hightower Advisors, LLC.