Meet the Team

Stacey brings over 25 years of broad-based experience in the financial services industry. She joins Sovereign after having practiced at both BNY Mellon and Sanford C. Bernstein. Previously, Stacey was on the founding management team of two financial services companies, in business development and strategy roles, and as a principal of a brokerage firm serving independent financial advisors. Prior to that, she spent 10 years as an investment banker with Citigroup, where she executed several billion dollars of structured real estate finance deals. Stacey holds the Series 7and 63 brokerage licenses. She is also a Certified Public Accountant and a Certified Divorce Financial Analyst.  Stacey earned an MBA from the University of Chicago Graduate School of Business.

Stacey is a member of the Board of Directors of Yerba Buena Center for the Arts, Summer Search San Francisco, Town School for Boys, Kids’ Turn and the Hawaii Chamber of Commerce of Northern California (“HCCNC”).  She is the past President of the HCCNC Foundation.

stacey [at] sovereignwealth [dot] com