Charlotte Lacey

Associate

Charlotte is the Portfolio Management Associate at J. Stern & Co., having joined the Operations team in November 2023. She is responsible for portfolio reconciliations, as well as ensuring data integrity and seamless system integration.

With nearly a decade of experience in the financial services industry, Charlotte brings a strong background as an authorised trader and operations specialist. Her expertise spans trade execution and settlement, corporate actions, risk management, and regulatory compliance, enabling her to contribute effectively to the firm’s operational excellence.