Stacie Price is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., part of the team responsible for delivering customized planning and administrative services to families, foundations and endowments. She is a member of Evercore Trust Company’s Fiduciary Oversight Group.
Ms. Price joined Evercore in 2011 from Lowry Hill, where she worked directly with individual and family clients and was additionally responsible for operations strategies and oversight. Previously, she was a financial analyst with Norwest Bank Minnesota. She has experience in business valuations for succession planning, prospective sales and estate tax returns.
Ms. Price received her B.A. in Organizational Leadership at Bethel University. She completed the financial planning certificate program at Minnesota State University and holds a CFP® certification and is a Certified Trust and Fiduciary Advisor.
Ms. Price is a volunteer for Jeremiah Program, a non-profit organization for furthering education and employment. She is also a member of the Bethel University Business and Leadership Advisory Board.