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 in 2018, 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 graduated summa cum laude from Fordham University with a B.S. in accounting. She received her MBA from Fordham University Graduate School of Business Administration and her J.D. from Boston College Law School. She is also a licensed CPA.