New York City
Stacie is the Founder and Principal of Integrated Compliance Advisors, a premier consulting firm specializing in regulatory compliance solutions for Registered Investment Advisors. With a distinguished career spanning leadership roles in operations, compliance, and financial management, Stacie brings a rare depth of expertise and practical insight to the firms she serves.
Stacie’s professional journey is defined by her comprehensive experience in the industry, having held key positions including Chief Compliance Officer, Vice President of Financial Operations, Investment Advisor Representative and Office Administrator. Stacie collaborates closely with industry Chief Compliance Officers, management teams, operations, and trading personnel within each of her engaged firms. Her hands-on approach and deep understanding of regulatory frameworks allow her to deliver customized compliance strategies that support firms through every stage of growth—from startup and expansion to transitions and succession planning.
Stacie's educational background in Graphic Design and Advertising from Metropolitan State College of Denver demonstrates her versatile skill set. Additionally, she holds Series 7, 66, and 24 licenses, underscoring her expertise and ability to navigate complex financial regulations.
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