Get to Know Us
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 senior 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 also 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™ practitioner.
Christian von Stackelberg, CHFC®
Independent Investment Advisor and Partner
Christian is a Registered Investment Advisor at Radius Wealth Management. Christian brings over 9 years of financial services experience for his clients. Working closely with clients, 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, trading and portfolio management services.
Christian passed his Series 65 and 1651 exam and is a SEC Registered Investment Advisor in the state of Massachusetts. He is also a Chartered Financial Consultant ChFC® and licensed producer for life insurance. 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.