Stella Soyoung Choi, CFA®, CFP® serves as the Director of Portfolio Management for Optivest. Stella is responsible for researching, developing and maintaining investment portfolios to fulfill the Optivest diversified portfolio allocation specifications by diversifying portfolios among best-in- class, cost efficient funds and managers. All Optivest investment models are targeted to provide superior tax-advantaged, risk-adjusted total returns through strategic and tactical investment allocations. Stella also serves a capacity in Financial Planning by working with Optivest clients to help test, predict and optimize their financial futures via analysis of finances viewed through the lenses of estate planning, tax efficiency, legacy planning, charitable giving, wealth protection and enhancement.
Stella serves on the Optivest Investment Committee and brings 18 years of institutional portfolio management and accounting experience. Her exemplary experience includes serving as Investment Manager at Fidelity Investments for over 8 years where she managed $700 million of firm assets as well as serving as Director of Portfolio Management at Lattice Strategies, LLC for over 10 years where she both designed and managed a proprietary portfolio management software while managing +200 portfolio accounts.
Stella holds the esteemed professional designation of Chartered Financial Analyst, CFA®, since 2006 and received the CFP® designation in 2017. She holds a Masters in Accounting from Bentley College, Waltham, MA and a Bachelors of Arts Degree. Her personal interests include philanthropic and Christian charity work and she serves as CFO for Wheat Mission and Renew and Empower Foundation, both non-profit organizations.
Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Leslie Calhoun
Leon James
Glori Crumpley
Dee Cinquegrani
Ashlee Enzensperger
Shannon Kavlich
Lisa Rae