Stacy joined BBR Partners in 2023 and is a Director of Portfolio & Wealth Advisory. Her responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Stacy is also a board member of BBR’s firm-wide impact initiatives.

Prior to joining BBR, Stacy was a Director and Senior Portfolio Strategist at UBS where she was responsible for asset allocation, manager selection, and portfolio construction for some of the firm’s larger families and institutional clients. Previously, Stacy spent time at Richard Bernstein Advisors as a portfolio analyst focused on portfolio construction for their global all asset SMA and mutual fund products. She started her career at FactSet and was responsible for selling and implementing investment management software tools.

Stacy has a BBA from the Goizueta Business School at Emory University where she concentrated in Finance. She is a CFA Charterholder.

Stacy lives in Jersey City, NJ with her husband and their basset hound, lab, doxen, husky mix. Outside of work, she enjoys yoga, live music, and spending time with family and friends. Stacy is an avid traveler and has spent a lot of time backpacking in South and Latin America, and Southeast Asia.