Stephanie Moroney

Stephanie K. Moroney is Director of Research at Anchor Capital Advisors LLC, a registered investment advisor in Boston. In this leadership role, she oversees all aspects of the investment research process, coordinating team workflow and ensuring rigorous adherence to Anchor’s value investing philosophy across all strategies. She is also responsible for conveying and implementing strategic decisions of the firm’s investment and risk committees.

Moroney’s investment focus centers on small- and mid-cap equity value strategies, with deep expertise in equity research and portfolio due diligence. Previously, she was an equity analyst at Brown Brothers Harriman, focusing on small/mid-cap equities, and prior to that, supported Anchor Capital’s small and mid-cap value teams as an investment analyst. Earlier in her career, she participated in Boston Private Financial Holdings’ rotational development program and completed a summer analyst stint at Fidelity Investments.

Moroney holds an M.B.A. with Dean’s Honors from the Columbia Business School Value Investing Program, where she received the Heilbrunn Center for Graham and Dodd Investing Fellowship, and a B.A. in Economics, cum laude, from Middlebury College. She has contributed to the industry as a Columbia Business School career coach and mentor, serves on the EMPath Investment Committee, and is an active member of 100 Women in Finance.