Nancy von Stackelberg
Principal and Co-Founder
Nancy has 35 years of Investment and Financial Services experience. Nancy 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 Nancy 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. Nancy has served a multitude of clients assisting them with Asset Allocations, Financial Planning, Retirement and Insurance needs. Prior to Fidelity, Nancy was a Portfolio Manager at Bainco International Investors where she worked as a Portfolio Manager and served on the Investment committee. Nancy started her career with Merrill Lynch in 1972. Nancy is a graduate of Colby-Sawyer College in New London, NH., holds a series 66 license and is a Certified Financial Planner CFP® practitioner.
Christian von Stackelberg
Investment AdvisorChristian is a Registered Investment Advisor at Radius Wealth Management serving financially successful individuals and their families in long term financial planning, investments and financial management.
When not working with clients, Christian helps support the firms financial management technology, investment research and portfolio management. At Radius, Christian remains 100% independent and unaffiliated with other financial products or services.
Christian passed his Series 65 exam in 2016 and is a Registered Investment Advisor in the state of Massachusetts. He is also a FAA licensed drone pilot and the owner of a business based in Arlington MA. He previously worked as a hardware developer and consultant for solar thermal, pv, bicycle sharing and other start ups in the greater Boston area. Christian lives with his wife Sara in Arlington, Massachusetts.