Image

Favorite Quote

 "Goonies never say die" - Mikey 

FINRA BrokerCheck

Perform a background check on Ultimus Fund Distributors, LLC using FINRA’s BrokerCheck

Stephanie Gleason

Operations Assistant

Stephanie was born and raised in California, and currently lives in Newport Beach, CA.  

I began my career in the financial industry almost 20 years ago at Morgan Stanley in what used to be called “The Cage”. I found starting there (it wasn’t as scary as it sounds!) to be such a great learning experience because I processed the back end of the work I would eventually be handling as an administrator. But, being in The Cage, you don’t get to meet a lot of people and I love interacting with clients and building relationships with them. Now that we have all gotten used to Zoom meetings, it makes helping clients even more interactive. Susan Niedwick and I worked together at a previous firm, and knowing my passion for helping people, she thought I’d be a great fit for Cutler. And I have to say I agree!   

I believe that we should all keep learning and experiencing new things, both at work and at home. I am currently learning to play the Native American flute. Yes, it gives me flashbacks of playing the recorder in elementary school, but I refuse to play hot cross buns. I am also a breathwork and sound healing practitioner. I began studying sound healing to help my niece after a car accident.  I enjoy spending time at fun local events or taking classes. And of course, spending time with my family and friends. 

I have one daughter that lives and works in Los Angeles with her adorable rescue dog, Iverson. He turned me into crazy dog grandma and I spoil the little guy. You would never guess that my top place to vacation is Wichita, KS. That is all because five of my nieces and nephews are there, so I visit as often as possible.  When it’s a little overcast by the coast you can also find me chasing the sun to Palm Springs. If you are in the Orange County area stop by our Newport Beach office and say ‘Hi!’ 

Favorite Quote

 "Goonies never say die" - Mikey 

Cutler

Contact Us

info@cutler.com