Stephanie Bogden

Stephanie believes that holistic financial planning and wealth management are foundational in allowing individuals to remove stress and become the architects of their own ideal lives. Stephanie feels this is best accomplished through building trust, education, giving sound advice, and becoming the quarterback for client financial decisions. It is this thought process that has kept her dedicated to the wealth management field for nearly two decades. 

In her role as Chief Operating Officer (COO), Stephanie works in conjunction with Confluence leaders to ensure that daily operations and processes are efficient and supportive of client service excellence. She collaborates with leadership to assess and implement systems that allow for cohesion and consistency among departments while keeping Confluence on the cutting edge of technology and product offerings. These efforts, coupled with continuing to build and retain an exceptional team, will allow Confluence to serve clients for decades to come.  

Stephanie received her Bachelor of Science in Economics from the University of Pittsburgh and her MBA from the University of Phoenix. She holds the Series 63, Series 65 and also the WMCP® (Wealth Management Certified Professional) designation. Stephanie has a diverse background in financial services which spans wealth management, compliance, portfolio and investment management and comprehensive financial planning.  Most recently, she served for several years in a dual role as Chief Operating Officer and Chief Compliance Officer of another Pittsburgh based independent firm.  

Stephanie resides in Rosslyn Farms with her husband, four children and three dogs. She is very involved in the parent community at her alma mater, Sewickley Academy, where her youngest two attend school and she serves as a member of various committees. In her spare time, Stephanie loves to cook, enjoys all forms of physical fitness and travelling to any destination with sand and sunshine.