Focus Areas

As the company’s Chief Fiduciary Officer, Stacy is responsible for ensuring that the work performed by our professionals meets the highest fiduciary standards. In doing so, she applies her legal expertise, tax planning and estate administration capabilities to implement client goals and objectives. Stacy enjoys working with her colleagues to deliver solutions to the complex issues that can arise in the management and stewardship of multigenerational wealth. She serves on the firm’s Trust Committee and has served as a Director of Fiduciary Trust’s Board since 2012.

Experience

Stacy joined Fiduciary Trust in 2004. Prior to joining Fiduciary, she was Senior Counsel at Bank of America and FleetBoston Financial Corporation, Associate Counsel at BankBoston and an Associate with Ropes & Gray.

Thought Leadership: Articles

Benefits of a Corporate Personal Representative
Adaptable Trusts – Changing the Game Plan at Halftime
Keys to Fulfilling Your Trustee Duties
Managing in a Low Interest Rate Environment

Thought Leadership: Speaking Engagements

How to Avoid Common Estate Planning Mistakes (Boston Estate Planning Council, 2014)
Issues in Trust Administration under the MUTC (Boston Probate & Estate Planning Forum, 2014)
The Intersection of Estate Planning and Family Law (Boston Bar Association, 2014)
Understanding and Using Trusts (Massachusetts Continuing Legal Education, 2014)
Trends and Challenges in Fiduciary Litigation (Massachusetts Bankers Association, 2014)
A National Survey of Case Law Involving the Uniform Trust Code (American Bar Association, 2015)
Advanced Issues in Trust Administration under the MUTC (Massachusetts Continuing Legal Education, 2015)
Trustee Discretion to Distribute: The Better Part of Valor (Massachusetts Continuing Legal Education, 2017)

Community Involvement

Brigham & Women’s Hospital – Board of Advocates of the Mary Horrigan Connors Center for Women’s Health
The Boston Club

Personal

Stacy lives in Boston, but enjoys spending time in the summer in Little Compton, Rhode Island. She is the busy mother of a daughter and son in high school. She enjoys biking, running, and traveling. She is an avid skier and spends time during the winter months in the White Mountains of New Hampshire with her family.