Experience

Stacey is a director in Citrin Cooperman’s Business Management and Family Office Practice and is based out of the firm’s New York City office with 15 years of experience in high net worth advisory and tax compliance. Stacey is a skilled professional with a wide-ranging client base, including high net worth individuals, actors, directors, writers, producers, and musicians, providing business management services, tax compliance and structuring, and white glove and concierge services.

Stacey serves as a valuable resource as she provides a wide range of consulting, compliance, and accounting services to individual and corporate clients in the music, film, television, theatre, and broader entertainment industries. Her clients are both domestic and international and she has extensive knowledge on advising on the nuances of cross-border issues. Stacey specializes in business management, wealth preservation, and tax planning.

Stacey has dedicated her career to building meaningful relationships with her clients and helping them craft their optimal financial futures while also supporting their creative goals and passions.

Prior to working in the Business Management and Family Office Practice, Stacey worked in the Tax Practice at Citrin Cooperman and at a national assurance, tax, and financial advisory services firm.