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Stephanie Li

Managing Director at Eagle Capital Management LLC

New York, NY , United States

About

Stephanie Li is a senior investment analyst at Eagle Capital Management LLC in New York, where she has been a key member since 2018. Her primary responsibilities include leading research and analysis, with a specific focus on the software and energy sectors, as well as identifying related investment opportunities across these industries.

Li brings significant experience from her previous roles at Blue Ridge Capital and Evercore, where she specialized in M&A advisory work prior to her transition to buy-side investing. She is recognized for her analytical acumen and her thoughtful approach to uncovering value in complex, dynamic markets.

Stephanie holds a Bachelor of Science in Economics, graduating summa cum laude from the Wharton School at the University of Pennsylvania. Her expertise in software and energy investing has positioned her as a valuable contributor to Eagle’s rigorous, fundamental investment process, helping the firm maintain its reputation for long-term, conviction-driven equity management.

Career History

OrganizationRoleDate RangeDetails
Eagle Capital Management, LLCManaging DirectorApr 2018 to Present
Long-Only Equity
Blue Ridge CapitalInvestorJan 2017 to Mar 2018
Long/Short Equity
EvercoreInvestment Banking Analyst - M and AJun 2015 to Oct 2016
Wharton Small Business Development CenterConsultantSep 2013 to Dec 2014

Education

The Wharton School

University of Pennsylvania

Skills & Expertise

Business Development
Strategy
Mergers and Acquisitions
Public Speaking
Corporate Finance
Microsoft PowerPoint
Teaching
Data Analysis
Valuation
Microsoft Excel
Financial Modeling
Leadership
Research
Microsoft Office
Analysis

Others at Eagle Capital Management LLC (19)

NameRoleLocation
Ambar Bajaj
Ambar Bajaj
Managing Director, Head of ETF and Platform DistributionPhiladelphia, PA , United States
A
Anne Maffei
Managing Director and PartnerNew York, NY , United States
David Boon
David Boon
Chief Financial Officer and Managing DirectorNew York, NY , United States
Eileen Jang
Eileen Jang
Managing DirectorNew York, NY , United States
Jason Feinberg
Jason Feinberg
Partner and Managing DirectorNew York, NY , United States
J
John Holman
MDNew York, NY , United States
Jonathan Gandelman
Jonathan Gandelman
PartnerNew York, NY , United States
K
Kenneth Ross
Executive Vice PresidentMetairie, LA , United States
Mike Rohm
Mike Rohm
President and Chief Investment OfficerMetairie, LA , United States
Sam Paglia
Sam Paglia
Managing DirectorNew York, NY , United States
Showing 1-10 of 19 team members

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