Empowering Your Financial Future, Together.

Stephanie O'Donnell brings a thoughtful, client centered approach to wealth management, combining her background in psychology and education with more than a decade of financial industry expertise. As Vice President on NorthCoast’s Compass Premier team, she partners closely with high-net-worth individuals and families to guide comprehensive portfolio strategies, tailored to each client’s evolving goals.

Prior to her investment career, Stephanie graduated magna cum laude from Villanova University with a degree in Psychology and led educational programs at the Boys & Girls Club of Greenwich—where she honed leadership and program development skills. She later transitioned into finance, supporting institutional investors before joining NorthCoast in 2016. In her current role, she designs holistic wealth plans, conducts ongoing portfolio and retirement reviews, and delivers clear, educational insights to help clients stay on track.

Stephanie’s commitment to excellence was recognized in 2024 and again in 2025, when she was named a Forbes Shook® Best in State Top Women Wealth Advisor for Connecticut.

Stephanie lives in Greenwich with her husband Casey and their three children. Deeply engaged in her community, she coaches youth sports and has served on the board of Open Arts Alliance for over a decade, which supports arts education and outreach across Fairfield County.