Meet Stacey


Stacey brings more than two decades of experience in the financial services industry to her role as our team’s Client Relationship Manager. She has extensive experience in client service and operational management.

A graduate of State University of New York College at Oneonta with a Bachelor of Science in business economics and finance.

Outside of work, Stacey enjoys spending time with her husband Jason, and their two young children James and Olivia. She is the Co-Treasurer of her children’s school PTA and is involved in several non-for-profit associations. She is the Head Chair of the New York City grassroots chapter event for the LUNGevity Foundation since its inception in 2007, which has the largest national network of grassroots events aimed at raising money for life-saving lung cancer research. She is also an active member of the Greenwich Connecticut community and serves on the board of the Pemberwick Glenville Association.


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