Associate Director, National Accounts
Stephanie Moersfelder is Associate Director, National Accounts, at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She is focused on strategic national account partners, including new business development and distribution with financial intermediaries, wealth management platforms, independent broker dealers and retirement record keeping platforms.
Prior to joining Impax in 2018, Stephanie was responsible for driving large scale business initiatives focused on client relationships and employee engagement within Wells Fargo’s Wealth Management Division. Stephanie began her career in 2002 serving as a wealth advisor to entrepreneurial individuals and multi-generational families.
Stephanie holds FINRA series 6 and 63 securities licenses and is a registered representative of Foreside Financial Services, LLC. She has her Certified Financial Planner designation. Stephanie is a member of the Defined Contribution Institutional Investment Association, Western Pension & Benefits Council, Portland Women in Investment Management, Women in Institutional Investments Network, The Portland CFA Institute and the Oregon Estate Planning Council. Stephanie earned a BA from the University of Minnesota.