SPCG Leadership Team
Eric Miller, CFP®
Before joining ABN AMRO, Eric worked at UBS where he began covering third-party intermediaries. Upon UBS's acquisition of PaineWebber in 2000, he was chosen to lead the effort to position hedging and monetization transactions for concentrated equity through their network of seven thousand financial advisors. Eric began his financial services career at Lehman Brothers out of business school where he was involved in hedging, monetization and structured product solutions for Lehman's private client services group in the U.S. and Latin America. Eric received his M.B.A. from the Kellogg School at Northwestern University. He has a B.S. in Computer Engineering from the University of Rhode Island and a Masters Degree in Electrical Engineering from Clemson University and holds FINRA series 3, 7 and 63 licenses and the CFP® certification.*
Stephanie Wei, CFA
She has extensive client-facing experience working with HNW clients and their advisors on hedging and monetization strategies for concentrated equity positions and structured investment solutions. She has led several different teams over the years, including one that exclusively marketed and executed bespoke cross-asset class structured products and derivatives solutions. As Managing Director of Investor Solutions, she co-led a capital markets sales team and an internal sales desk responsible for covering over 13,000 financial advisors from Wells Fargo’s Wealth and Investment Management Division.
Stephanie started her career at the Federal Reserve Bank of New York. She also served as an intern for the US Department of State at the US Embassy in China. Stephanie earned a master’s degree from the Fletcher School of Law and Diplomacy at Tufts University and a bachelor’s degree from UC Berkeley with high honors. She is a member of Phi Beta Kappa. She is a Chartered Financial Analyst, Fundamentals of Sustainability Accounting Credential Holder and holds FINRA series 7, 24 and 63 licenses.*