Operations

Stacie Carrabine

AIF®

Investment & Research Manager

Stacie Carrabine

AIF®

Investment & Research Manager

Biography

Stacie is the Investment & Research Manager who helps all clients implement their investments through ongoing review of their asset allocation and research into the funds that will best for executing the client’s goals. In this role, she leads the portfolio management team in trading, investment research, portfolio creation, and investment applications.

As a member of Plancorp’s Investment Committee, Stacie believes that investments play a crucial role in the overall financial plan that we work with clients to build. She helps to communicate the firm’s investment philosophy through writing, internal education, and by participating in client meetings. Stacie brought her analytical and financial skills to Plancorp in 2011. She moved to St Louis from Fairfield, Iowa where she graduated cum laude with her BSBA in Finance.

When she’s not at the office, Stacie enjoys cooking, traveling, running, skiing and spending time with her husband, Patrick and dog, Nala.

Community Involvement
  • InspireHer: Plancorp Women's Initiative
  • RISE Collaborative Member
Education
  • Saint Louis University, BSBA Finance

Insights

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside.

Read More
The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

Read More
Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.