Stacia Kroetz

Stacia Kroetz

Managing Director, Senior Wealth Planner
New York City, NY | USA

Stacia Kroetz

As a Senior Wealth Planner in the New York office, Stacia Kroetz advises families and business owners on matters relating to tax and estate planning, philanthropy, business succession, and the preservation of wealth for future generations.

Prior to joining the firm, Stacia was in private legal practice in the Trusts and Estates department at Seward & Kissel LLP, where she focused on estate, gift, and generation-skipping transfer tax planning. Earlier in her career, she was an auditor at KPMG.

Stacia received a B.S. in accounting (summa cum laude) from Fordham University, an MBA from Fordham University Graduate School of Business Administration, and a J.D. from Boston College Law School. She is also a licensed CPA.

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