I am a seeker of understanding, experience and wisdom. I am intrinsically driven to learn about relationships and processes, from the smallest detail to the highest level of organization. I am motivated by sharing what I’ve learned and helping others (individual people or organizations) discover ways to enhance their experiences and develop creative solutions that meet their goals. Compliance consulting offers me a natural environment to use my skills to help dig into the challenges my clients face in the ever-changing regulatory environment and help them to develop both an understanding of the rules applicable to them, as well as solutions that are efficient, thorough and practical for their organization. 

Lela advises Vista360 investment adviser and fund clients on regulatory compliance matters, including CCO support, compliance program development, annual review, risk assessment, testing, SEC examination preparation and service provider due diligence. Clients include institutional advisers, wealth managers, private funds and investment companies across a variety of asset classes and investment strategies.

Lela has 17 years of investment industry experience in the areas of investment adviser and fund compliance and Global Investment Performance Standards (GIPS®) compliance. Lela joined Vista360 in 2016 and became a partner in 2022. Prior to joining Vista360, Lela was a Compliance Officer and GIPS Manager at Geneva Capital Management, an SEC registered investment adviser.

In addition to regulatory compliance consulting, Lela assists in client engagements involving complex organizational initiatives including, process improvement, product launches and redesigns, team development and culture enhancements.

Lela also has great passion for her work with Bloom360 Learning Community, a nonprofit private school serving neurodivergent children and young adults. Lela serves as a member of the Development Committee and Board of Directors and also seeks opportunities to work directly with the Learners (students) through small group mindfulness and art sessions as well as other interest driven projects.

Lela earned a Bachelor of Biological Sciences at University of Wisconsin – Milwaukee.

I love to help people. I enjoy building personal and professional relationships with my clients and helping them find realistic solutions to any challenges they may have.  In a constantly changing regulatory compliance environment, it is satisfying for me to see clients achieve their goals knowing I played a part in helping them get there.  

Since 2005, Stacey has advised Vista360 investment adviser and fund clients on regulatory compliance matters, including CCO support, compliance program development, annual review, risk assessment and testing, SEC examination preparation and service provider due diligence. Clients include wealth managers, institutional advisers and investment companies across a variety of asset classes and investment strategies.

Stacey has 23 years of investment industry experience in the areas of compliance, finance and operations and has been a partner of the firm since 2015.  Prior to joining Vista360 in 2005, Stacey worked in financial and operational roles at Cleary Gull, Inc., an investment advisory firm and broker dealer, U.S. Bancorp Fund Services, LLC, a mutual fund administrator, and FIRMCO, a $30 billion investment advisor with a $10 billion mutual fund complex.

Stacey earned a Bachelor of Accounting degree from Cardinal Stritch University.  Stacey also serves on the Board of Directors and as a member of the Development Committee of Bloom360 Learning Community, a non-profit private school serving neurodivergent children and young adults.