Stacey L. Welsh
Profile
Ms. Stacey L.
Welsh is Wealth Advisor at United Capital Financial Advisers LLC.
Prior to joining United Capital on May 2009, Ms. Welsh was previously employed as a Board Member by Yerba Buena Center for The Arts, Managing Partner by Sovereign Wealth Management, Inc., a Principal by Sanford C.
Bernstein & Co. LLC, a Principal by BNY Mellon Wealth Management, and a Principal by Citigroup Asset Management.
Ms. Welsh received her MBA from the University of Chicago.She is a Certified Public Accountant.
Former positions of Stacey L. Welsh
| Companies | Position | End |
|---|---|---|
Sovereign Wealth Management, Inc.
 Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Corporate Officer/Principal | 2011-11-13 |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Consultant / Advisor | - |
| Citigroup Asset Management | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Corporate Officer/Principal | - |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | - |
Training of Stacey L. Welsh
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 6 |
|---|---|
Sovereign Wealth Management, Inc.
Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Finance |
Yerba Buena Center for The Arts
 Yerba Buena Center for The Arts Other Consumer ServicesConsumer Services Yerba Buena Center for The Arts operates an art gallery. The private company is based in San Francisco, CA. Deborah Cullinan has been the CEO of the company since 2013. | Consumer Services |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
| Citigroup Asset Management | Finance |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
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