Kimberly Stacy

Client Service Associate
Kimberly Stacy

Kimberly joined Gresham in 2019 as an Associate on the Client Service Team. She works directly with Advisors to provide comprehensive wealth management solutions to high-net-worth families.

Prior to joining Gresham, Kimberly worked at PricewaterhouseCoopers, LLP (PwC) for two years where she prepared individual, trust, gift and estate tax returns for high net worth families, Private Equity firms, and corporate executives.

  • B.S., Business: Accounting, Finance, Entrepreneurship & Corporate Innovation with distinction and departmental honors, Indiana University – Kelly School of Business
  • Certified Public Accountant
  • Member, American Institute of Certified Public Accountants
  • Personal Interests: Disney, boating, piano and tuba playing, baking and event planning
Kimberly Stacy
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