
STEPHANIE LINK
Stephanie Link is the Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs multiple equity strategies within the Investment Solutions group. The Investment Solutions group has $5.1B in assets under management as of July 15th, 2024.
Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assets and oversaw thirty-three investment professionals who collectively managed $40 billion.
Before joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department.
Ms. Link earned a B.S. in finance at Boston College. She currently serves as Chairperson for the Investment Advisory Council at the Basking Ridge Presbyterian Church in Basking Ridge, NJ and serves on the Board of Trustees at The Pingry School.
As an investment professional with 31 years of experience managing money, Ms. Link’s insights are frequently sought after for industry events and by the media. She is currently a CNBC Contributor and frequently appears on The Halftime Report, Squawk Box, The Closing Bell, and Power Lunch.
Stephanie Link is the Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs multiple equity strategies within the Investment Solutions group. The Investment Solutions group has $5.1B in assets under management as of July 15th, 2024.
Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assets and oversaw thirty-three investment professionals who collectively managed $40 billion.
Before joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department.
Ms. Link earned a B.S. in finance at Boston College. She currently serves as Chairperson for the Investment Advisory Council at the Basking Ridge Presbyterian Church in Basking Ridge, NJ and serves on the Board of Trustees at The Pingry School.
As an investment professional with 31 years of experience managing money, Ms. Link’s insights are frequently sought after for industry events and by the media. She is currently a CNBC Contributor and frequently appears on The Halftime Report, Squawk Box, The Closing Bell, and Power Lunch.
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STEPHANIE LINK

Stage 1: The Value Maturity Index - Identifying Value

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From Successful to Significant

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Know Your Gaps

Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

Understanding Your Business Value Whitepaper

Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 State of The Institute
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