Stacey is a Senior Client Service Associate on the High Net Worth team, where she provides dedicated support and helps deliver a high level of service to clients. She also serves as a key liaison among clients and their broader network of professionals, including custodians, accountants, and attorneys.
Before joining the firm in 2022, Stacey spent 11 years at Boston Financial Management as a Client Service Associate. There, she partnered with multiple Wealth Managers, playing an integral role in client onboarding and the day-to-day administration of accounts.
Stacey holds a bachelor’s degree in Business Administration from the John F. Welch College of Business at Sacred Heart University in Fairfield, Connecticut. She lives north of Boston with her family. Outside of work, Stacey enjoys traveling—especially to the Caribbean and Europe—as well as spending time outdoors and boating on Cape Cod.