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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Stephanie Allsopp Van Vlerah is a Managing Director with Oxford Financial Group, Ltd. and is a member of Oxford’s Value Council Committee. She has dedicated the past decade to working with and advising owners of privately held businesses and their families. Prior to joining Oxford in 2013, Stephanie was a Vice President and Private Banker with J.P. Morgan where she led a team of specialists in advising high net worth clients, primarily on investments, banking, credit and trust and estate planning.
Prior to joining J.P. Morgan, Stephanie was a Vice President and Relationship Manager in the Commercial Bank of Banco Popular North America. While there, she excelled at developing and managing a diverse portfolio of complex commercial clients, as well as structured and negotiated financing transactions to meet the needs of clients, prospects and the institution.
As an advisor, I believe the most important asset we have is our relationship with our clients. Building strong relationships requires that we earn their trust and confidence by being responsive, honest and accountable. I am committed to providing the thoughtful, independent advice and reliable, personalized service that our clients deserve.
Stephanie earned a Master’s degree in Business Administration from the Kellogg School of Management at Northwestern University and a Bachelor’s Degree from DePaul University with a major in Finance and a minor in Accounting, graduating with high honors. She previously held both the Series 7 and 63 licenses.
Stephanie currently serves on the Rosecrance Foundation Board of Directors. She previously served on the Advisory Council of Concern Worldwide, U.S. and remains an active supporter of the organization. For six years she was a volunteer for the Norwegian American Hospital Foundation, serving on their Board of Trustees and Executive Committee as Treasurer. She also serves as chair of the Foundation’s finance committee, which is responsible for monitoring the financial position of the Foundation, overseeing their investment portfolio, managing cash flow needs and reporting on fundraising and grantmaking efforts. Additionally, Stephanie is a member of the Kellogg Alumni Club of Chicago and a mentor and volunteer with the DePaul University Alumni Sharing Knowledge Program, where she mentors current students and helps them navigate their career and future aspirations.
A Michigan native, Stephanie and her family live in Chicago.