Nancy S. von Stackelberg
Directeur Général chez Radius Wealth Management LLC
Profil
Ms. Nancy S.
von Stackelberg is a Principal & Co-Founder at Radius Wealth Management LLC.
She has over 35 years of Investment and Financial Services experience.
She was previously a Vice President and Portfolio Manager at Fernwood Investment Management for more than 5 years, where she focused on managing high net worth families.
Prior to that she served as a Vice President and Sr. Account Executive at Fidelity where she worked with more than 400 high net worth family relationships totaling more than $1.1 billion in assets.
She has served a multitude of clients assisting them with Asset Allocations, Financial Planning, Retirement and Insurance needs.
Prior to Fidelity, she was a Portfolio Manager at Bainco International Investors where she worked as a Portfolio Manager and served on the Investment committee.
She started her career with Merrill Lynch in 1972.
She is a graduate of Colby-Sawyer College in New London, NH., holds a series 66 license and is a Certified Financial Planner CFP practitioner.
Postes actifs de Nancy S. von Stackelberg
| Sociétés | Poste | Début |
|---|---|---|
Radius Wealth Management LLC
 Radius Wealth Management LLC Investment ManagersFinance Radius Wealth Management LLC (Radius) is an independent wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by Nancy von Stackelberg and Thomas LaHaise in 2013. Radius offers investment advisory services to individuals, high-net worth individuals, foundations, endowments, and corporations. | Directeur Général | 01/09/2013 |
Anciens postes connus de Nancy S. von Stackelberg
| Sociétés | Poste | Fin |
|---|---|---|
Fernwood Investment Management LLC
 Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Gestionnaire de Portefeuille-Actions | - |
Fidelity Private Equity, Inc.
 Fidelity Private Equity, Inc. Investment ManagersFinance Boston-based Fidelity Capital Investors (FCI) is a leveraged buyout subsidiary of Fidelity Research & Management Co. | Comptroller/Controller/Auditor | - |
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Membre du Comité d'Investissement | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | - |
Formation de Nancy S. von Stackelberg
| Colby-Sawyer College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fernwood Investment Management LLC
Fernwood Investment Management LLC Investment ManagersFinance Fernwood Investment Management LLC (Fernwood) is an independent wealth management firm and registered investment advisor headquartered in Quincy, Massachusetts. The firm was founded by Tom Reilly in 2003. Fernwood provides wealth management services and personalized advice for individuals, families, foundations, and endowments. | Finance |
Bainco International Investors LLC
Bainco International Investors LLC Investment ManagersFinance Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies. | Finance |
Fidelity Private Equity, Inc.
Fidelity Private Equity, Inc. Investment ManagersFinance Boston-based Fidelity Capital Investors (FCI) is a leveraged buyout subsidiary of Fidelity Research & Management Co. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Radius Wealth Management LLC
Radius Wealth Management LLC Investment ManagersFinance Radius Wealth Management LLC (Radius) is an independent wealth management firm headquartered in Duxbury, Massachusetts. The firm was founded by Nancy von Stackelberg and Thomas LaHaise in 2013. Radius offers investment advisory services to individuals, high-net worth individuals, foundations, endowments, and corporations. | Finance |
