Stacey Flier

Stacey Flier has been working in the financial industry for over 30 years. Stacey started their career as an analyst at US Bank, where they worked with trust officers to administer over 200 retirement plans and IRAs. Stacey was responsible for set up and maintenance of accounts, and they monitored accounts to ensure compliance with various regulations. Stacey also designed and produced investment performance review packets for distribution to clients and plan sponsors.

After three years at US Bank, Stacey moved to CTC | myCFO, where they became the Director of Investment Advisory Services. In this role, they helped wealthy families and their offices customize investment solutions to meet their financial goals. Stacey worked with clients to understand their unique needs and complexities, and then designed customized, diverse, and tax-efficient solutions to address those needs.

After 22 years at CTC | myCFO, Stacey moved to NEPC, LLC, where they is currently a Principal and Senior Consultant. In this role, they provide investment consulting services to a variety of clients, including trusts, endowments, foundations, and wealthy families. Stacey works with their clients to develop customized solutions that meet their unique needs and objectives.

Stacey Flier has an MBA from Portland State University's School of Business and a BA in Business Leadership and International Finance from the University of Puget Sound. Stacey is also a CFA.