Anastasia (Stacie) Suhrbur is a Senior Wealth Associate who is responsible for the accurate and timely processing of all portfolio transactions, maintaining detailed client records, and generating performance reports, including trading platforms and compliance protocols, all while keeping the client relationship as her number one priority. In her role, Stacie focuses on fulfilling client requests efficiently while coordinating workflows and communication across multiple team members to support a seamless client experience.
Stacie brings more than a decade of industry experience to her work. After changing careers, she began her path in wealth management through an immersive internship with AHC Advisors, gaining valuable exposure to the industry. She later worked with several advisory teams, including seven years at Windgate Wealth Management, before joining Rothschild. She earned her bachelor’s degree from DePaul University.
Stacie is driven by curiosity and critical thinking. She continuously seeks ways to advance operational efficiencies that benefit both clients and colleagues.
Outside of work, Stacie enjoys international travel with family and friends including her adult son and daughter, along with domestic travel via motorcycle with her husband. Nutrition and wellness are also of key interest.
