Stephanie Anderson is a manager of wealth management at CBM with three decades of experience working with nonprofit organizations and the high-net-worth individuals associated with those entities. Stephanie has helped board members and staff to define the purpose and measures of success for the investment portfolio while keeping in mind risk and return objectives, spending needs, and other unique considerations of the organization. The result of this work is an investment policy statement that reflects each organization’s goals, priorities and values, as well as provides a roadmap for fiduciaries to carry out their oversight responsibilities.
