Stacey has served Patton Wealth Advisors for more than 18 years in various capacities. Her role today includes management of all accounting and human resource functions.
Before joining Patton Wealth, Stacey worked for Thomson Consumer Electronics as a financial analyst. She graduated from Indiana University with a bachelors in Finance in 1991.
Patton employs teams of Client Concierges dedicated to providing service to both Patton's individual clients and retirement plan clients. In addition, an extensive operations and quality control team is in place and responsible for the operations of the company.
Cohen & Company, Certified Public Accountants, is a managed futures, securities and hedge fund accounting firm that provides audit, tax, and consulting services to Patton Wealth. Cohen & Company is recognized throughout the industry as a leader in the alternative funds industry. Patton and Cohen & Company have been working together since 2004. For more infomation, visit: www.CohenCPA.com.
Morgan Lewis provides comprehensive legal services to Patton Wealth addressing regulator matters, securities law, ERISA law, and much more. For more information, visit: www.MorganLewis.com
NAV Consulting provides third party administrative services and fund tax reporting to Patton and other Patton entities. For more information, visit: www.NAVConsulting.net
ACA Global is a leading compliance consultant in the securities industry. This company helps Patton maintain compliance with a wide range of regulations and laws, prepares required filings, and more. For more information, visit: https://www.acaglobal.com/
Rakyan Infotech is a leading IT solutions provider. The company builds and maintains Patton's internal custom information system and client website. Patton and Rakyan Infotech have been working together since 2005. For more information, visit: rakyaninfotech.com
Pixgen Technologies builds and maintainsPatton Wealth front end design and creates interactive video presentations for us. For more information, visit: www.pixgentechnologies.com