Stacey Wilson, CPA

Stacey enjoys the technical side of her job and digging into the details, but her outgoing nature and ability to connect with others keep her in tune with what clients need when it comes to service. One of her main priorities is to always keep open lines of communication.

Since beginning her public accounting career in 2005, Stacey has assisted investment advisers with accounting and reporting considerations for fund products across various investment strategies, including high income credit strategies, structured products and derivatives. She has served various investment companies, including open and closed-end mutual funds, exchange-traded funds (ETFs), private equity funds, common and collective trust funds, hedge funds, fund-of-funds and separate accounts. 

• Girls Inc. of Metro Denver (Finance Committee)
• Colorado Society of CPAs
• American Institute of CPAs 

Stacey lives in Denver, Colorado, with her husband and three daughters. She loves spending time up in the mountains, hiking and skiing. Though Stacey’s family keeps her busy, she always makes time to read or work out on her Peloton.