As a Managing Director and Wealth Manager, Stacy focuses on portfolio management and building long-term relationships with individuals and families.
Prior to joining Boston Financial Management in 2016, Stacy was Managing Director, Portfolio Manager, and Treasurer at Emerson Investment Management. She served as Senior Vice President and Portfolio Manager at U.S. Trust/Bank of America (previously State Street Global Advisors) as well as Cape Cod Bank & Trust. She started her career in finance at E.F. Hutton and in institutional equity sales at PaineWebber, Inc. in New York City.
Stacy graduated with a Bachelor of Arts degree in Economics from Yale University and received a Master’s degree in Business Administration from Pennsylvania’s Wharton School. She also attended a Stanford University Executive Education program.
Charitable & Community Involvement
Board of Directors of the Barnstable Land Trust
Investment Committee of the Boston Chamber of Commerce