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 President
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.