Stacey H. Godwin

Senior Financial Administrator

Stacey oversees the day-to-day financial operations of the firm. She also participates in overall firm management and steering matters.

A MONTAG staff member since 1998, Stacey has served in various capacities over the years leading up to her current role in firm finance. She has previously managed both the firm’s compliance program and operations department. Stacey has broad experience in the areas of compliance, client reporting, performance analytics, trading and office technology.

Stacey lives in Brookhaven with her husband, Ted, and their three daughters. Outside of the office, Stacey enjoys various fitness activities, traveling, cooking, and playing the piano.

Personal & Civic Affiliations

  • Member, Investment Advisor Association
  • Former Board Member and President, Advent Users Group
  • Chamblee High School Softball Booster Club, Treasurer

 

Education

  • M.B.A., Georgia State University
  • B.S. in Microbiology, University of Georgia