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Stacy Leier-Valentine
Managing Principal
Stacy has more than 20 years of experience in the financial services industry and in leading multidisciplinary teams to achieve success tackling complex challenges. In addition to her experience as a marketing consultant, Stacy was formerly a Private Banker for a Fortune 100 bank. She earned an MBA with honors from Holy Names University and a BA with honors in Political, Legal, and Economic Analysis from Mills College. Professional licensure included FINRA Series 7 and 66. Stacy participates in the local community and is active in youth mentorship, financial literacy, and financial women’s organizations.
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