Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Stacey R. Siegel, MBA

Stacey R. Siegel, MBA

Financial Specialist,
Relationship Manager

Financial Advisors

Stacey Siegel is a wealth management financial specialist and relationship manager based in Lake Success, NY.

Stacey joined CAPTRUST in 2020 and serves as a financial specialist responsible for providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Active in her community, Stacey serves as a board member for the Old Westbury Hebrew Congregation, and as board trustee for the Village of East Hills. Prior to joining CAPTRUST, she was the executive director of The Burton Awards. She earned her Master of Business Administration degree in finance from Fordham Gabelli School of Business and a Bachelor of Science in economics and political science from the University of Vermont.

Education

  • Master of Business Administration degree in finance from Fordham Gabelli School of Business
  • Bachelor of Science in economics and political science from the University of Vermont

Memberships

  • Board Member—Old Westbury Hebrew Congregation
  • Board Trustee—Village of East Hills
View All News and Resources