Stephanie “Steph” Roumanis is an accomplished financial services leader with extensive experience in relationship management, client experience, and business operations. Her career has been centered on building trusted relationships, navigating complex needs, and bringing people and resources together to deliver exceptional outcomes.
Steph is recognized for her professionalism, thoughtful approach, and collaborative leadership style. She is passionate about strengthening relationships, supporting high-performing teams, and creating meaningful experiences for clients and colleagues.
Steph’s connection to the Hudson Valley is also deeply personal. She and her husband Jerry, a decorated U.S. Army veteran, grew up together along the Hudson River and share a love for hiking, canoeing, and the many outdoor adventures the Hudson Valley has to offer. Outside of work, Steph treasures time with Jerry, their family, and especially Lenny, her beloved Doberdor and quite definitely the most spoiled member of the family.