Employee Andrea Stepp
St. Louis 1401 South Brentwood Boulevard, Suite 200 St. Louis, MO 63144
Family Office Administrator
Andrea Stepp is a family office administrator in CIBC Private Wealth Management’s St. Louis office, with seven years of industry experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and administration of accounts for high net worth individuals, families and foundations.
Prior to joining Lowenhaupt Global Advisors, which became part of CIBC Private Wealth in 2019, Andrea was a branch office administrator at Edward Jones, where she attracted new client relationships and maintained existing ones, collaborated with colleagues to determine staffing needs and offer solutions, developed proposals, and negotiated contracts and pricing with clients.
Andrea received a Bachelor of Science degree in business management and human resources from Indiana University.
Representing CIBC Private Wealth Advisors, Inc.
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.