Stefanie Olah

Financial Advisor, Relationship Manager

Biography
Education & Other Highlights
Location(s)

Stefanie Olah is a wealth management advisor based in Allentown, PA.

Stefanie joined CAPTRUST in 2024 after a decade in the financial services industry. She currently works within a specialized team to advise ultra-high-net-worth families, business owners, executives, entrepreneurs, and family offices. She has extensive experience working with families who have considerable wealth. Her practice includes complex financial modeling to develop sophisticated estate-planning strategies that align with each family’s unique goals and help enable the seamless transfer of wealth across generations.

Stefanie received her Bachelor of Science degree in actuarial science and finance from Rider University.

Education

  • Bachelor of Science degree in actuarial science and finance from Rider University

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.