Stephanie Pack

Current Employers

Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-06-12

OH RA
APPROVED

Since 2026-06-12

Branch Locations

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Baltimore	MD	07/2014	03/2018
Bank Of America, N.A.	Baltimore	MD	12/2014	03/2018
T. Rowe Price	Owings Mills	MD	04/2018	05/2026
Touchstone Investments	Cincinnati	OH	06/2026	Present

07/2014 → 03/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD
12/2014 → 03/2018

Bank Of America, N.A.

Baltimore, MD
04/2018 → 05/2026

T. Rowe Price

Owings Mills, MD
06/2026 → Present

Touchstone Investments

Cincinnati, OH

Previous Registrations

2019-03-01 → 2026-05-21

T. Rowe Price Associates, Inc.

Spokane, WA

Portland, OR

Owings Mills, MD

Portland, OR
2018-10-12 → 2019-03-06

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD
2014-12-22 → 2018-04-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD

Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-19

S66 Uniform Combined State Law Examination

2014-12-19

Other Names

Stephanie Nicole Pack

View on SEC IAPD