Stephanie A. Hawk CFIP® APMA®

Co-Director – Fixed Income

Ms. Hawk assists with the trading, research and management of fixed income securities including municipal, corporate and treasury bonds and actively conducts research in credit quality, pricing, duration and the interest rate cycle. Additionally, Ms. Hawk, along with her colleagues, considers each client’s circumstance – such as tax implications and investment policy – when adding or removing a security from a portfolio. Ms. Hawk is a member of the firm’s Investment Policy Committee. Along with Ms. Baldassari, she coordinates and manages a wide array of fixed income research. Ms. Hawk is involved in all of the day-to-day aspects of the firm including account administration, branding, and communicating with the firm’s partnering institutions.

Ms. Hawk graduated magna cum laude from Kutztown University with a BS in Psychology. She has also received certifications as a Certified Fixed Income Practioner and an Accredited Portfolio Management Advisor.