About
Stephanie A. Simon, CFA, is Managing Director and Portfolio Manager at Winslow Capital Management, LLC, based in Minneapolis, Minnesota. In her current role, she is responsible for leading portfolio management activities, focusing particularly on identifying and managing investments in large-cap growth equities.
Ms. Simon specializes in large-cap growth stocks, seeking opportunities in companies exhibiting consistent secular growth trends. Her expertise spans across sectors with a particular focus on technology, healthcare, and consumer discretionary companies, applying a disciplined, research-driven approach to stock selection in these key areas.
Prior to joining Winslow Capital Management in 2013, Ms. Simon held significant positions including Senior Vice President and Large Cap Growth Portfolio Manager at AllianceBernstein and Senior Vice President and Chief Investment Officer at Sargent Management. She began her financial services career in 1984 and holds a B.S. in business administration, accountancy from Miami University, complementing her deep industry experience with a CFA designation and a strong track record in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Winslow Capital Management | Managing Director | Jun 2013 to Sep 2024 | — |
| AllianceBernstein | Senior Vice President, Large Cap Growth PM | Jun 1998 to Jun 2011 | — |
Education
Miami University
BSBA, Accountancy
1980 — 1984
Skills & Expertise
Others at Winslow Capital Management, LLC (18)
| Name | Role | Location |
|---|---|---|
J Jeff Wieneke | CFO, Managing Director | Eden Prairie, MN , United States |
J Jill Fuller | Managing Director, Chief Risk Officer | Long Lake, MN , United States |
J Joshua Fuller | Managing Director, Information Technology and Chief Information Security Officer (CISO) | Minneapolis, MN , United States |
 | Senior Managing Director, Portfolio Manager | Boston, MA , United States |
L Laura Hawkins | Managing Director, Chief Creative Officer and CRO | Minneapolis, MN , United States |
M Megan Anderson | Managing Director, Chief Client Officer | Minneapolis, MN , United States |
M Mitch Kaiser | Managing Director | Minneapolis, MN , United States |
 | Sector PM and Analyst | New York, NY , United States |
 | Managing Director, Sector Portfolio Manager and Analyst | Edwards, CO , United States |
 | Managing Director, Portfolio Manager | Minneapolis, MN , United States |