Bio

Stacia Hatfield is a Vice President and Client Relationship Manager in the Private Wealth segment, focused on working with investors in the Western United States. She is based in San Francisco. Ms. Hatfield joined the firm, after spending the last 10 years as an ETF Specialist at OppenheimerFunds, New York Life/Mainstay, and Russell Investments. Her focus has been on Family Offices and Registered Investment Advisors. Ms. Hatfield also was a Vice President at AllianceBernstein, selling their mutual fund and SMA account offering to RIAs, and at Merrill Lynch, offering their custodial platform to wealth advisors around the country. Prior to that, she sold the custody platform at TD Ameritrade. She began her career at Morgan Stanley as a Technical Analyst. Ms. Hatfield is a graduate of the Fuqua, Duke School of Business, where she earned her MBA, as well as UCLA, where earned her BA in political science with an emphasis on business. She holds her Series 7 and Series 66 licenses.