Stacy Allred
Managing Director, Head of Family Engagement and Governance
Stacy Allred is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management. Stacy is a recognized thought leader in the family wealth space.
Stacy walks alongside individuals and families more effectively navigate the complexity and promise of wealth—a focus she has pursued throughout her career. Immersed in facilitating family meetings, she explores family governance and decision-making, family dynamics, family learning and development, philanthropy and transition planning.
Stacy’s career began with Ernst & Young, spending nine years providing comprehensive financial planning and tax services to multigenerational family groups and executives. Pivoting to wealth management, Stacy spent 20 years with Merrill Private Wealth Management, where she founded the Merrill Center for Family Wealth™. She held a similar at First Republic Investment Management for three years, where she founded the Family Engagement & Governance practice.
Active in her community, Stacy volunteers in local public schools, teaching financial literacy. Committed to advancing the Family Wealth field, she serves on the boards of the James E. Hughes Foundation and the UHNW Institute. A dedicated advocate for lifelong learning, Stacy co-authored two books: the 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth (2024), with Goldbart and DiFuria and Family Flourishing: The True Meaning of Wealth - Reimagining Estate Planning, Trust Administration, and Family Culture in Service of Generational Well-Being (2026) with Duke and Hughes.
Stacy earned an M.S. in Taxation with distinction, from DePaul University, and an undergraduate degree in Accounting. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Stacy is a member of Collaboration for Flourishing Families, Family Firm Institute and a fellow with the Purposeful Planning Institute.
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