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Stacey Flier — Principal and Senior Consultant · NEPC · Portland, Oregon, United States.
Direct contact
No direct contact on file for Stacey yet.
About
Stacey joined NEPC as a Senior Consultant and has over 24 years of experience advising family offices and ultra-high net worth individuals. Stacey’s expertise is in structuring portfolios to maximize after‐tax return, taking into consideration clients’ differing risk tolerances, and delivering investment advice and education to clients on investment trends, opportunities and challenges. She is experienced in both discretionary and nondiscretionary portfolio management.
NEPC, LLC 329 NE Couch St. #323 Portland, OR 97232 Direct: (971) 271-5142 [email protected] www.nepc.com
Experience
Principal and Senior ConsultantCurrent
NEPC, LLC · Portland, Oregon Area
Dec 2018 – Present
Director, Investment Advisory Services
BMO Family Office · Portland, Oregon Area
Mar 1995 – Feb 2017
For over 30 years, we at CTC | myCFO have helped wealthy families and their offices customize investment solutions for their financial goals. We understand the complex issues facing wealthy family groups, trusts, endowments, and foundations. Our investment consulting process embraces customized, diverse, and tax-efficient solutions that address these complexities.
Education
- Portland State University - School of Business — MBA, Business · 1997 – 2000
- University of Puget Sound — BA Business Leadership, International Finance · 1988 – 1992
Skills
Alternative InvestmentsAsset ManagementAsset Allocation