Lacey is an Associate Director, Operations at Cresset and focuses on bringing operational efficiency to many parts of the organization, most specifically to client service.
Before joining Cresset, Lacey worked for Berman Capital Advisors as a Client Service Manager, helping to ensure the team had the resources and support needed to provide clients with an exceptional experience.
Prior to Berman, Lacey worked as an Associate on the client services team at a registered investment advisor in the Atlanta area. In that role, she worked largely with high-net-worth families, individuals, and institutions. She was responsible for opening and maintaining client accounts, managing client requests, working closely with portfolio managers and advisors on custom reports and presentations, planning firm events, and spear heading projects for the marketing team.
Lacey graduated from Florida State University with a Bachelor of Science 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.
When not in the office, Lacey and her husband, Nick, can be found cooking up new recipes, planning their next travel adventure, or trying new restaurants around Atlanta. Lacey’s passion for animals has lead her to volunteer and foster dogs for Atlanta Boxer Rescue.