Lacey Schoenbachler serves a Director, Private Wealth Client Services at Cresset. She has also served as a project manager, enhancing operational efficiencies across the firm.
Prior to joining Cresset, Lacey worked for Berman Capital Advisors as a Client Service Manager, where she helped to ensure clients received an optimal family office experience. Lacey has also worked as an Associate in Client Service at a registered investment advisor in Atlanta, providing her with many years of experience in the industry.
Lacey graduated from Florida State University with a Bachelor of Science degree in business marketing and a minor in hospitality and communications. She obtained her Registered Investment Advisor Representative designation in 2017, after successfully completing the Series 65 exam.
Lacey resides in Atlanta with her husband, Nick. Outside of the office, Lacey and Nick can be found planning their next travel adventure, trying new restaurants, and occasionally fostering for Atlanta Boxer Rescue. The two are also avid supporters of Children’s Healthcare of Atlanta and Feed the Heart Foundation. Both causes are near and dear to their hearts as they honor and remember their daughter, Vivian.