Stephanie Luh, CFA

Managing Director, Institutional Client Relationship Manager

Start Date
Industry: 2005
KAR: 2025
Education
  • M.S., Operations Research, Columbia University
  • B.A., Mathematics, Wellesley College
Prior Work Experience
  • Client Service, Account Manager – DoubleLine Capital
  • Associate Director, Investor Relations – Levine Leichtman
  • Vice President, Client Relations & Business  – Guggenheim Partners
  • Vice President, Assistant Portfolio Manager – Tradewinds Global Investors
  • Client Service Analytics – Western Asset Management

What Do You Enjoy Most About Your Job?

Helping clients achieve their goals and exceeding their expectations are my top priorities. Growing these relationships and witnessing the positive impacts are incredibly rewarding.

 

What Do You Enjoy Most About Working at KAR?

The collaborative culture at KAR inspires employees to care about their work, support one another, and do their very best to provide clients with a terrific investment experience. It’s been truly amazing to observe how this culture contributes to the stability and growth at this firm.

What Are You Involved in Outside of Work?

I am passionate about Pilates, concerts, international travel, and my pup Coco.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Stephanie Luh, CFA

Oops! We could not locate your form.