Stephanie Ackler, CFA

Stephanie Ackler, CFA

    • Financial Advisor
    • Managing Director - Investments
    • Senior PIM Portfolio Manager
    Stephanie Ackler, Managing Director – Investments, brings to bear the insights that come from more than 30 years’ experience in financial services and the discipline to stay abreast of market cycles, changes, and trends. Stephanie’s deepest satisfaction comes from helping clients manage not just their financial futures, but in living the lives they’ve always wanted, supporting the causes they are most passionate about, and protecting their legacies.

    Experience

    Stephanie Ackler brings to bear the insights that come from more than 30 years’ experience in financial services and the discipline to stay abreast of market cycles, changes, and trends. Stephanie’s deepest satisfaction comes from helping clients manage not just their financial futures, but in living the lives they’ve always wanted, supporting the causes they are most passionate about, and protecting their legacies.

    Stephanie works in an investment advisory relationship, and, as a Senior PIM Portfolio Manager, manages private investment portfolios with discretionary control. As a woman business owner, mother, and spouse, her personal experiences inform her understanding of the challenge for executives and self-employed individuals alike – those who juggle the responsibilities of work and family, and still have time to manage their investments. Stephanie and her team strive to eliminate that challenge by using a holistic approach to wealth management which curates and simplifies complex investment opportunities and helps provide clients clarity, confidence, and a clear path to the future.

    Prior to establishing Ackler Wealth Management in 2001, Stephanie worked at Tucker Anthony, LLC for 17 years. Among her many honors, she has been recognized by Wells Fargo Advisors as a Premier Advisor every year since 2002. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

    The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

    Community Leader

    Stephanie is deeply committed to organizations whose missions focus on empowering women and girls. As an active member of the Financial Women’s Association (FWA) of New York for more than 20 years, she’s held leadership positions on the Board of Directors, as past Chair of the Audit Committee, and she was past Chair of the organization’s Investment Policy Committee. Through the FWA, Stephanie co-chaired the Daughters 2000 Committee, which focused on developing financial literacy for girls ages 8 to 18.

    Since 1998, Stephanie has been a member of the Women Presidents’ Organization (WPO), a non-profit membership organization for women presidents and CEOs of privately held, multimillion-dollar companies. In 2013, she was selected to the WPO’s Investment Committee.

    Stephanie is also a member of the Franklin and Marshall College Alumni Leadership Council, and she is a past member of the Investment Committee for the Northfield Mount Herman School.

    Global Leader

    Stephanie looks beyond the island of Manhattan, traveling abroad for inspiration, ideas, and to better understand world markets. In 2013, she was accepted to the Harvard Kennedy School Women’s Leadership Board, where she serves as a key supporter and ambassador to the Women and Public Policy Program. The Kennedy School research center is a global leader in gender research, teaching, training, and outreach.

    Stephanie has traveled to many countries as a delegate to International Business Conferences for the FWA, meeting with business executives, investment bankers, economists, and government officials. In recent years, her travel itinerary included visits to Berlin, London, France, the United Arab Emirates, Brazil, Vietnam, Cambodia, Russia, the Ukraine, India, Japan, and Israel. These trips and conversations enable Stephanie to stay up to date on information and trends that impact world markets.

    Education

    Stephanie graduated from the Northfield Mount Herman School and Franklin and Marshall College with a BA in Chemistry. She is a Chartered Financial Analyst (CFA®) and holds Series 7 and 63 securities registrations, as well as applicable insurance licenses.

    Personal

    Stephanie lives in Manhattan with her husband, Peter, their two sons, Sam and Will, and their Labradoodle, Abbey. She finds the beautiful lakes and oceans of Rhode Island the perfect place when looking to recharge, enjoying biking, kayaking, and all things outdoors. Mastering her cello is a never-ending passion that, in the spring of 2016, brought her to the stage of Carnegie Hall.
    Andrew Ackler Bennett

    Andrew Ackler Bennett

      • Financial Advisor
      Andrew Bennett is committed to meeting clients where they are on their financial journey and serving as a navigator to help them reach their goals. He understands the importance of educating and assisting investors as they develop investment strategies and implement tactics. A sailboat racer for over half his life, he values the ability to adapt to prevailing conditions and having the right people and resources around you.

      A graduate of George Washington University, Andrew earned his bachelor’s degree in Business Economics and Public Policy. He learned how properly deployed money can improve individual lives and communities. As a member of Ackler Wealth Management Group, he shares their commitment to helping clients manage not just their financial futures, but in living the lives they’ve always wanted, supporting the causes they are most passionate about, and protecting their legacies.

      Since joining Ackler Wealth Management and Wells Fargo Advisors, Andrew has proven himself as a team player. He conducts intense analysis on opportunities to strengthen the portfolios for clients and prospects, and he holds Series 7 and 66 registrations.

      A native of Portland, Oregon, Andrew grew up in a family of artists. His minor in Art History expanded his appreciation of their creativity and provided him space for his own efforts. His father has a passion for classic cars, and in helping him restore them, Andrew saw the rewards of creating a plan and patiently following it through to completion.

      In middle school, Andrew fell in love with dinghy sailing. He then joined his high school team and became captain. He took this forward to the collegiate level, where he sailed on the nationally ranked team for which he was fleet captain for three years. Always eager to share his love of the sport, he coached high school sailors in Portland and in Christmas Cove, ME. Now a resident of New York, he spends his free time exploring the many museums and galleries, cycling in and outside of the city and looking for ways to become involved in supporting local sailing.
      Patricia Hardial

      Patricia Hardial

        • Senior Registered Client Associate
        Patricia (Patty) joined Ackler Wealth Management of Wells Fargo Advisors as a Senior Registered Client Associate in 2021. She is responsible for marketing, client management, and team support.

        With over 15 years of experience in financial services, Patty’s career has focused on supporting the wealth management needs of clients, their families, and their goals. At Ackler Wealth Management she oversees all aspects of the day-to-day operations for the clients. From distribution requests to new account administration, Patricia delivers attentive and personalized service to support every client.

        After earning her bachelor’s degree in Economics from Baruch College in New York City, Patty began her career at MassMutual/Fifth Avenue Financial. After twelve years, she moved to Merrill Lynch, followed by Janney Montgomery Scott. In each role, she had the same goal: provide each client with exceptional, individualized service in the administration of their accounts. Now with Ackler Wealth Management, she appreciates the in-depth, personal approach to understanding clients’ needs and goals and aligning investment strategies to help meet those goals.

        With a love for the heart of New York, Patty lives near midtown Manhattan with her husband. She loves to cook and explore new restaurants in the city and likes to try the worldwide cuisine the city has to offer. She enjoys going to the theater, traveling, photography and spending time with friends and family.
        Augusto Gomez

        Augusto Gomez

          • Client Performance Analyst
          As a Client Performance Analyst, Augusto focuses on performance analysis, portfolio oversight, trade execution, and research at Ackler Wealth Management of Wells Fargo Advisors. He enjoys taking an in-depth, personal approach to assisting clients while helping them meet their financial needs and goals.

          Augusto earned his bachelor’s degree in finance from St. John’s University, after which he began his career at Sanford C. Bernstein. He began working in client reporting, then moved to institutional trading, where he was a floor trader at the New York Stock Exchange. Throughout his 25-year career, Augusto has worked at Deutsche Bank, BNY Mellon, and Citibank, and has held various roles in risk, collateral management, and as a credit officer. In his current role, he holds a wealth of front- and back-office experience that enables him to deliver a best-practice approach to addressing client reviews. He holds the FINRA series 7, 66, 63, and 55 licenses.

          Augusto currently lives in East Islip, New York, with his wife, Katie, and their two sons, Thomas and Sean. In his free time, he enjoys golfing, going to the beach, watching his kids play sports, and spending time with his family.