Background
Jodi Stern, Director, joined SCM in 2011 and has over 20 years of industry experience. Jodi is a Compliance & Risk Manager focusing on SCM's investment companies, portfolio compliance, and trade advisory. Prior to joining SCM, she served as a legal and compliance analyst for Merrill Lynch Investment Managers and a mortgage regulatory compliance analyst for Quest Advisors. Jodi received her B.S. in Business Administration from Monmouth College and her paralegal degree in Securities and Finance from NYU School of Continuing Education.
Area of Focus
- Compliance & Risk
Previous Experience
- Quest Advisors
- Womble Carlyle Sandridge & Rice LLP
- Merrill Lynch Investment Managers
Education
- B.S. Monmouth University
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