Stacy brings 17+ years of industry experience and leadership focused on developing and delivering technology-driven solutions for advisors and clients.
Joined Lido: 2021
Homebase: Los Angeles, CA
Professional Focus: She is the Chief Operating Officer responsible for the day-to-day operations of the firm and ensuring that all systems, resources, and people are in alignment to support Lido’s goals.
Education: Bachelor’s, Political Science, Iowa State University; Master’s, Public Management Administration, DePaul University
Previous Work Highlights: At Barclays Wealth & Investment Management, Stacy held several roles, including leading a team responsible for onboarding new advisors to the firm, and later, launching and managing an internal asset management business from the New York office. Following the acquisition of Barclays by Stifel, Nicolaus & Company Inc., Stacy was the COO of the Alternative Investments Team.
Personal Facts: Stacy previously served on the Board of Directors of Play for Life International, a non-profit that used sports to engage and empower at-risk youth. When not working, Stacy can be found exploring the world through city adventures, finding serenity while backpacking in the mountains, or falling off a surfboard.
