Stacey joined A. Montag & Associates in 1998 and serves as the firm’s Director of Operations. She manages the administrative team and leads efforts to improve office technologies and systems, along with enhancing their use by office staff. Stacey is also involved in matters related to compliance, client reporting, performance data calculations and trading.

Stacey grew up in metro Atlanta and graduated from the University of Georgia in 1997. She also received an MBA from Georgia State University in 2004. She currently serves on the Board of Directors and is President of the Advent Users Group, an organization centered around leading industry software and ancillary services.

Stacey and her husband, Ted, have two daughters. Her interests include running, tennis, gardening and cooking. She is also very active in her community, serving on Chamblee’s Recreation Advisory Committee.