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, equity and fixed income trading, and operational management.

A graduate of State University of New York College at Oneonta with a bachelor’s of science in business economics and finance, she currently holds FINRA Series 7 and 63 registrations and is actively acquiring the FINRA Series 65.

Outside of work, Stacey enjoys spending time with her husband Jason, and their two young children James and Olivia. Additionally, she is an active member of her children’s school PTA and is involved in several not-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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