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Stacia Kroetz Vice President, Private Wealth Management, Private Banking

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Stacia Kroetz joined Brown Brothers Harriman in 2018 and is a senior wealth planner in the New York office. Prior to joining BBH, she 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, Ms. Kroetz was an auditor at KPMG.

Ms. Kroetz received her B.S. in accounting from Fordham University College of Business Administration, from which she graduated summa cum laude. She received her MBA from Fordham University Graduate School of Business Administration and her J.D. from Boston College Law School. Ms. Kroetz is also a licensed CPA.

Market Commentary - 3 files

Silver Lining Playbook: Freeze a Failing GRAT April 2020

BBH Wealth Planners Alison Hutchinson and Stacia Kroetz and Wealth Planning Associate Lindsay Hodgkins share why it may be beneficial to “freeze” a current GRAT in today’s market environment.

Resilient Estate Planning in the Face of Unexpected Life Events October 2019

BBH Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will ...