Stacey James

Client Services Manager

Stacey joined UAS in January 2025, bringing in over two decades of expertise in the financial services industry. In her role as Client Services Manager, she oversees client services and manages the day-to-day back-office operations of the firm, ensuring efficiency and excellence in every facet of the business. Stacey began her career at Bear Stearns & Co., Inc., where she developed a strong foundation in finance. She spent the past 17 years as an equity trader, honing her skills in market strategy and client relations. Stacey holds a degree in Business Economics from Oneonta College. Beyond her professional achievements, Stacey is deeply committed to philanthropy. She has been leading the New York Chapter of the LUNGevity Foundation for over a decade and is actively involved in several nonprofit organizations. Stacey resides in Greenwich, Connecticut, with her husband and their two young children.