Stephanie Scarlata is a seasoned investment sales executive and strategic consultant with over two decades of experience across asset management, private wealth, and family office distribution. She has built a reputation as a top-performing leader known for driving revenue growth, cultivating high-impact relationships, and translating complex investment strategies into actionable solutions for financial advisors and ultra-high-net-worth clients.
Stephanie spent most of her career at UBS Asset Management, where she served as Head of Family Office for the Ultra High Net Worth segment and previously as an Executive Director. She specialized in delivering alternative investments, infrastructure, and customized portfolio solutions while partnering closely with financial advisors, investment banks, and client teams to drive growth and enhance client outcomes.
Stephanie brings deep expertise in portfolio construction, alternative investments, and private wealth distribution. She is known for her ability to translate sophisticated investment concepts into actionable strategies and for building long-term, trusted relationships with clients and partners.
Stephanie holds an MBA from Fordham University, a BA in Political Science from Chestnut Hill College and a Master’s degree in American History. She is also an active volunteer and recognized leader, honored by the YWCA for her contributions to the advancement of women.
Outside of the investment world, Stephanie is devoted to her family, community service, and animal rescue. She has long supported rescue and rehabilitation efforts for animals and is passionate about causes centered on care, advocacy, and stewardship. These commitments reflect the values that also guide her professional approach: trust, dedication, and meaningful long-term relationships.