Stacey Braun Associates

Stacey Braun Associates

Stacey Braun Associates launched in 1977 with a deliberate concentration on labor-management pension funds, union treasuries, and corporate retirement plans — a posture that defined the firm's asset-gathering path for its first two decades. In 2001, Stacey Braun established a boutique financial planning arm, staffing it with Registered Investment Advisors, Certified Financial Planners, and IRS Enrolled Agents to deliver non-commissioned planning to individuals, corporations, and trusts. The firm's website notes that these planners "sell" only advice, which is paid for by sponsoring organizations like Teamsters Local 237. Discretionary and non-discretionary portfolio management form the core institutional offering, deployed across public equities, fixed income, and cash management — the standard multi-asset toolkit for pension oversight. The firm's published work confirms it services union members through employer-paid financial planning programs, covering tax-advantaged college and retirement saving structures, estate planning, and insurance evaluation. No private-market, venture, or direct-investment activity appears in available records. Geographic footprint is concentrated in the New York metropolitan area, with one confirmed office at 377 Broadway. The internal team is small — the website profiles three financial planners: Gerry McGahran, Paul Kiley, and David Bonington, each holding CFP designations, with McGahran and Kiley also licensed as IRS Enrolled Agents. A June 27, 2024 webinar for Teamsters Local 237 members remains the most recent publicly visible operational marker. No externally reported professional headcount, adjacent pooled vehicles, or disclosed total assets under advisement exist in the public domain. The firm's distinguishing architecture is its dual identity: a traditional institutional manager for union pension assets, adjacent to a commission-free planning business whose economics are fully sponsored by the labor organizations themselves. This alignment — where the end user of financial advice never writes a check to the advisor — removes a common conflict embedded in retail wealth management, a structural feature traceable directly to the 2001 planning-division build-out.