Stacy Pedersen is the Chief Financial Officer for Northstar Wealth Partners. She is responsible for the firm’s cash flow accounting, budgeting, accounts receivable and vendor contract management. Stacy is also responsible for the firm’s Human Resources operations. In this capacity, she acts on behalf of Wealth Advisors, Support Professionals and the Senior Management team to implement benefits programs and retirement support solutions that help the well-being of all the firm’s employees throughout the state. Stacy acts as Northstar’s primary liaison to LPL Financial, their broker/dealer partner on all finance and human resources related activities. Stacy chose to affiliate with Northstar due to the commitment of the firm’s Senior Management team to prudent and innovative financial and human resources solutions, putting both their clients and employees first in all they do.
Stacy has over ten years of accounting and human resources expertise, most recently serving as the Director of Financial Operations and Human Resources within Northstar Wealth Partners. Her dedication and commitment to the firm prompted her promotion to CFO within her first year at Northstar. Prior to her that she was the Senior Accountant and Benefits Coordinator for American Nuclear Insurers and was affiliated with H&R Block as a Level II Tax Specialist in East Hampton, Connecticut. Her affiliation with Northstar Wealth Partners, powered by LPL Financial, further enhances the top-shelf accounting capabilities and spectrum of human resources services the Northstar team delivers to their employees nationwide. Northstar is honored to be the desired affiliation for some of the most widely known and respected financial and investment management professionals practicing today.
Stacy attended University of St. Joseph in West Hartford, where she earned her Bachelors of Science in Accounting. She also holds certificates in HIPAA Privacy and COBRA Compliance. Stacy is an active member of the Emerging Leaders Society for the United Way. She is currently enrolled in the Executive MBA Program at the University of Connecticut, graduating in May 2020. Stacy resides in East Hampton, Connecticut with her husband and two children.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, a Registered Investment Advisor and a separate entity from LPL Financial.