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Stephanie NG, portrait

Stephanie NG

Managing Director, Secretary at John W. Bristol & Co.

Firm officerUpdated

Stephanie NG has been Managing Director, Secretary of John W. Bristol & Co., Inc., a New York, NY investment adviser managing $7.07B, since January 2020.

6
Years in role
$7.07B
Firm AUM
157
Firm clients
9
Firm advisers

From Form ADV filed 4 August 2026Form ADV

Career

Stephanie NG is not listed as a control person, but directly owns between 10% and 25% of John W. Bristol & Co. Stephanie NG holds a BA and BBA from the University of Texas at Austin and an MBA from Columbia Business School.

John W. Bristol & Co. is an investment adviser based in New York, NY, registered with the SEC since 1978. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $7.07 billion, as filed on 4 August 2026. Its fees, ownership and offices are on the firm’s profile.

Stephanie M. Ng is Managing Director of John W. Bristol & Co. She joined the firm in 2018 after five years at Bernstein Research as Vice President and Senior Research Associate and was earlier on the Global Equities Team at J.P. Morgan Asset Management. Ng is responsible for hotels, resorts, restaurants, and retailing; medical products and technology; internet media, emerging software, and online travel services; and metals and mining.

Credentials

Professional designations

Listed by John W. Bristol & Co.

  • CFA charterholder
  • CFA Certificate in ESG Investing

Key facts

CRD
7240660
Firm
John W. Bristol & Co. · CRD 105597
Role
Managing Director, Secretary
In role since
January 2020 · 6 years
Control person
Not listed
Direct ownership
10% to 25%
Firm headquarters
New York, NY
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
jwbristol.com

Common questions

Where does Stephanie NG work?

Stephanie NG has been Managing Director, Secretary of John W. Bristol & Co., Inc. since January 2020.

Source: Form ADV, Schedule A, filed 4 August 2026

Is Stephanie NG a CFA charterholder?

John W. Bristol & Co. lists Stephanie NG with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.

Source: Stephanie M. Ng, CFA biography, jwbristol.com

How can I verify Stephanie NG’s record?

Stephanie NG’s role is listed on John W. Bristol & Co., Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105597.

Source: Form ADV, Schedule A, filed 4 August 2026

Leadership at John W. Bristol & Co.

Sources

  1. IAPD individual lookup, CRD 7240660, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of John W. Bristol & Co., Inc., filed 4 August 2026. Title, control and ownership bands.
  3. John W. Bristol & Co. team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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