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
Independent Investment Advisor and Vice PresidentChristian is a Registered Investment Advisor at Radius Wealth Management. Christian brings over 5 years of financial services experience. Christian specializes in Qualified Plan design and compliance, as well as investment management advisement to those plans. Working closely with clients, plan sponsors and participants; Christian offers independent investment advice, an open architecture investment platform and a high level of personalized service. When not working with clients, Christian helps support the firm’s investment line up research, selection and portfolio management services.
Christian passed his Series 65 exam in 2016 and is a Registered Investment Advisor in the state of Massachusetts. He previously worked as a developer and consultant for solar thermal, pv, bicycle sharing and other start-up businesses in the greater Boston area. Christian lives with his wife Sara in Arlington, Massachusetts.