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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, Inc. 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 primarily employs fundamental, quantitative, and technical analysis methods in developing investment strategies for their clients. The firm uses proprietary buy-and-sell disciplines when selecting and managing investments. Portfolio management strategies are integrated with their investment philosophy. | 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 creates a custom investment portfolio for each client that meets their unique needs. The firm takes the following into consideration when building a portfolio: time horizon, income needs, risk tolerance, and tax status. They have historically invested heavily in individual equities and fixed income securities, but they also perform outside manager research on separately managed accounts, mutual funds, hedge funds, private equity and real estate and have incorporated all of the above in building out client portfolios over time. | Gestionnaire de Portefeuille-Actions | - |
Fidelity Private Equity, Inc.
 Fidelity Private Equity, Inc. Investment ManagersFinance FCI invests in the form of common equity, preferred stock, or subordinated debt (in conjunction with equity investment) and seeks majority voting control. They take a generalist approach to investing and have a wide background of industry experience, including industrial products and equipment, consumer products, packaging, automotive aftermarket, construction/building materials and supplies, distribution businesses, business services, specialty chemicals, oil and gas equipment and services and healthcare services and medical devices. The firm actively seeks viable stand-alone divisions/subsidiaries of financially distressed entities, but avoids operating turnarounds. Management teams are expected to co-invest and will participate in incentive equity programs. They avoid start-ups/venture capital and companies with significant technology or regulatory risks. FCI has no strict holding period limit, but generally expects to seek liquidity for investments within a four to seven year period. | Comptroller/Controller/Auditor | - |
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Membre du Comité d'Investissement | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Nancy S. von Stackelberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bainco International Investors LLC
Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Finance |
Colby-Sawyer College
 Colby-Sawyer College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fidelity Private Equity, Inc.
Fidelity Private Equity, Inc. Investment ManagersFinance FCI invests in the form of common equity, preferred stock, or subordinated debt (in conjunction with equity investment) and seeks majority voting control. They take a generalist approach to investing and have a wide background of industry experience, including industrial products and equipment, consumer products, packaging, automotive aftermarket, construction/building materials and supplies, distribution businesses, business services, specialty chemicals, oil and gas equipment and services and healthcare services and medical devices. The firm actively seeks viable stand-alone divisions/subsidiaries of financially distressed entities, but avoids operating turnarounds. Management teams are expected to co-invest and will participate in incentive equity programs. They avoid start-ups/venture capital and companies with significant technology or regulatory risks. FCI has no strict holding period limit, but generally expects to seek liquidity for investments within a four to seven year period. | Finance |
Fernwood Investment Management LLC
Fernwood Investment Management LLC Investment ManagersFinance Fernwood creates a custom investment portfolio for each client that meets their unique needs. The firm takes the following into consideration when building a portfolio: time horizon, income needs, risk tolerance, and tax status. They have historically invested heavily in individual equities and fixed income securities, but they also perform outside manager research on separately managed accounts, mutual funds, hedge funds, private equity and real estate and have incorporated all of the above in building out client portfolios over time. | Finance |
Radius Wealth Management LLC
Radius Wealth Management LLC Investment ManagersFinance Radius primarily employs fundamental, quantitative, and technical analysis methods in developing investment strategies for their clients. The firm uses proprietary buy-and-sell disciplines when selecting and managing investments. Portfolio management strategies are integrated with their investment philosophy. | Finance |
