Sign In

Stacia Kroetz

Managing Director at Brown Brothers Harriman

Stacia Kroetz is a Managing Director and Senior Wealth Planner at Brown Brothers Harriman, based in New York City.12 She specializes in advising families and business owners on matters related to tax and estate planning, philanthropy, business succession, and wealth preservation for future generations.2

Kroetz has a diverse educational background and professional experience:

  • Education:

    • B.S. in Accounting (summa cum laude) from Fordham University
    • MBA from Fordham University Graduate School of Business Administration
    • J.D. from Boston College Law School
  • Professional Experience:

    • Current role at Brown Brothers Harriman
    • Previously worked in private legal practice at Seward & Kissel LLP, focusing on estate, gift, and generation-skipping transfer tax planning
    • Earlier in her career, she was an auditor at KPMG

Kroetz is also a licensed CPA, which complements her legal and financial expertise.2 Her multidisciplinary background in accounting, business, and law makes her well-suited for her role in wealth planning and advisory services at Brown Brothers Harriman.

Highlights

Oct 7 · bbh.com
Our Team - Brown Brothers Harriman
Oct 4 · bbh.com
Stacia Kroetz - Brown Brothers Harriman
Stacia Kroetz - Brown Brothers Harriman

Related Questions

What are Stacia Kroetz's main responsibilities as a Managing Director at Brown Brothers Harriman?
How did Stacia Kroetz transition from KPMG to Brown Brothers Harriman?
What specific areas of tax and estate planning does Stacia Kroetz specialize in?
Can you provide more details about Stacia Kroetz's role in the BBH Center for Family Business?
What are some notable achievements or projects Stacia Kroetz has led at Brown Brothers Harriman?
Stacia Kroetz
Stacia Kroetz, photo 1
Stacia Kroetz, photo 2
Add to my network

Location

New York City Metropolitan Area