S04E03: Stephanie Szymanski, CIO, Lakeview Capital Management

In this episode of ‘Moments That Made Her’, Kelly Williams, Founding Chair of the Private Equity Women Investor Network (PEWIN), interviews Stephanie Szymanski, Chief Investment Officer at Lakeview Capital Management. Stephanie shares her journey from growing up in South Bend, Indiana with dreams of becoming an attorney, to her finance studies at DePaul University, and her eventual rise through various roles in private investing. She highlights pivotal moments, including her tenure at Sawdust, her role in private equity, and the critical importance of mentorship and taking risks. The conversation also explores the challenges and rewards of working in family offices, the importance of diversity in investment portfolios, and the value of philanthropy and mentoring in Career 2.0. Stephanie’s anecdotes offer insightful lessons on patience, relationship-building, and the necessity of taking opportunities in one’s career.