2 weeks ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
- With CAPTRUST Since 2021
- 617.348.3100
-
One Liberty Square 13th Floor
Boston, MA 02109
Miranda Stefan
Financial Advisor,
Relationship Manager
- Larchmont, NY
- The Dutch House by Anne Patchett
- Ronan Farrow, Beyoncé Knowles Carter, and my partner, Ryan.
- “Success is going from failure to failure without losing your enthusiasm.”
- Empathy, a quick wit, and a strong work ethic
Financial Advisors
Miranda Stefan is a wealth management financial advisor based in Boston, MA.
Miranda joined CAPTRUST in 2021 as a financial advisor, relationship manager, specializing in providing comprehensive wealth management services to high-net-worth investors and corporate executives.
Prior to CAPTRUST, Miranda was a client growth manager with GreenSky. She earned a Bachelor of Science degree in international relations from Wheaton College in Massachusetts.
Education
- Bachelor of Science degree in international relations from Wheaton College
News & Resources
Wealth Management
Endowments & Foundations
2 weeks ago
Honoring Donor Intent
Looking for ways to honor donor input and foster positive...
Wealth Management
2 weeks ago
Financial Planning Checklist
In times of market volatility, it’s natural to feel uncertain...
Retirement Plans
2 weeks ago
CAPTRUST’s Financial Wellness Solution for Plan Sponsors
As more employees look to their employers for financial help...
