Stephanie EffronAssociate Director, Operations
How Stephanie Can Help You
With 25 years of public accounting and family office experience under her belt, Stephanie can help you with all your accounting needs. From bookkeeping, to tax filings, to payroll and benefits, Stephanie can help your family office run smoothly.
What Makes Stephanie Knowledgeable
Stephanie joined Berman | Cresset in 2014. In addition to working with family office clients, Stephanie is also the firm’s Controller. Prior to joining Berman | Cresset, Stephanie worked in public accounting for the first 12 years of her career, and then worked with several family office groups. Stephanie earned her BSM with a concentration in accounting from the A.B. Freeman School of Business at Tulane University in New Orleans, LA.
Getting to Know Stephanie
Stephanie and her husband Marc reside in Sandy Springs with their 2 sons, Alex and Sammy. Stephanie is involved in several organizations in the community including Israel Bonds and The Weber School. Stephanie currently sits on the board of the Auxiliary at the William Breman Jewish Home of Atlanta.