Rebecca  Stephenson

Rebecca Stephenson

Client Relationship Manager

Areas of expertise

Investment Operations and Fund Administration

Experience

Rebecca has over 9 years’ experience in financial services, predominantly within Settlement Operations and more recently, Fund Administration.

Prior to joining Smith & Williamson, Rebecca worked for Morgan Stanley in the Prime Brokerage area, supporting hedge fund investment clients.

Rebecca joined Smith & Williamson in March 2014 and has worked in a Middle Office/Client Relationship role during this time. Rebecca has also been involved in a number of new projects, the most recent being the launch of the new Core Wealth Avaloq system.

Professional qualifications/memberships

Associate Member of the Chartered Institute for Securities & Investment.

Contact Rebecca

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