-
Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
Discover Pitcairn -
What We Do
Wealth Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
Explore - Insights & News
SEC Compliance Analyst
Stacie Pardue
Stacie brings a legal mindset and meticulous attention to detail to every aspect of financial compliance.
With a strong background in legal administration, audit preparation, and financial reporting, Stacie brings a compliance-focused mindset and deep understanding of regulatory documentation and recordkeeping to her role as SEC Compliance Analyst. At Pitcairn, she ensures the firm adheres to U.S. Securities and Exchange Commission (SEC) regulations by supporting regulatory filings, monitoring changes in federal securities laws, and aligning internal policies and procedures with compliance requirements.
Before joining Pitcairn, Stacie held key administrative and accounting roles at Transamerica and the University of Maryland, where she supported litigation, health, life, and tax matters. She has experience coordinating discovery preparation, managing licensing for over 80 branch offices, and working with platforms such as Counsel Link, Tableau, and Ariba. Her regulatory expertise encompasses state product and amendment filings, as well as SOX compliance reporting.
Stacie has an associate’s degree in business administration from Strayer University. She has earned several industry credentials, including the Fellow and Associate designations from the Life Management Institute (FLMI and ALMI), as well as the Associate, Customer Service (ACS) designation. Excited to grow her career in the financial services industry, Stacie is inspired by Pitcairn’s collaborative culture and mission-driven values.
Outside of work, she enjoys traveling—especially to the beach—attending youth sports events as a dedicated sports mom, and exploring museums, art galleries, and festivals in her community.
Back to team*Please note limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Pitcairn is engaged, or continues to be engaged, to provide investment advisory services.