Stacie Vance

Stacie Vance is a Senior Associate and Relationship Manager at Summit Trail Advisors in San Francisco, where she works closely with the firm's advisors to prepare performance reports, oversee client requests, and maintain high service standards for high-net-worth individuals and families. She joined Summit Trail Advisors in 2019 and was promoted to Senior Associate in 2023, reflecting her growing expertise and commitment to client service.

Vance's responsibilities span client relationship management, operations, and reporting, with a focus on delivering tailored wealth management solutions. Her role involves supporting investment advisory activities across multiple asset classes, including equities, fixed income, alternative investments, and complex wealth planning strategies, catering especially to private wealth portfolios in the Bay Area.

Prior to Summit Trail Advisors, Vance was Senior Trust Operations Associate at First Republic Private Wealth Management, where she gained deep experience in trust administration and client service for affluent clients. She holds a Bachelor of Science in Conservation & Resource Studies from the University of California, Berkeley, enriching her advisory approach with a perspective on sustainable and responsible investment practices.