About
• Current role leading platform and institutional marketing at Mercer Advisors…
Activity
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Love the idea of financial planning as self-care. Some great insights for women here from my friend and colleague Kara Duckworth, CFP…
Love the idea of financial planning as self-care. Some great insights for women here from my friend and colleague Kara Duckworth, CFP…
Liked by Stacy Orff
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It was great to see you Tim Welsh, CFP. Glad I got home prior to the CrowdStrike meltdown! Your latest presentation on the blueprint for organic…
It was great to see you Tim Welsh, CFP. Glad I got home prior to the CrowdStrike meltdown! Your latest presentation on the blueprint for organic…
Liked by Stacy Orff
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Great article by Beyond AUM. When I begin my marketing onboarding of new M&A firms Mercer Advisors, this is one of the first issues we discuss to…
Great article by Beyond AUM. When I begin my marketing onboarding of new M&A firms Mercer Advisors, this is one of the first issues we discuss to…
Liked by Stacy Orff
Experience
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Education
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Boston University
Summa Cum Laude in Comm; Magna Cum Laude in French
Advertising Sales at The Daily Free Press newspaper
More activity by Stacy
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Over the past few weeks, the U.S. stock market has gone through an abrupt rotation out of the largest capitalization tech stocks and into small cap…
Over the past few weeks, the U.S. stock market has gone through an abrupt rotation out of the largest capitalization tech stocks and into small cap…
Liked by Stacy Orff
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Awesome article from my friend and colleague David Simpson, CFA, CFP®. Reducing risk from employer stock or other forms of concentrated positions…
Awesome article from my friend and colleague David Simpson, CFA, CFP®. Reducing risk from employer stock or other forms of concentrated positions…
Liked by Stacy Orff
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After 20 years in journalism, it was simply time to do something new, and I could not be more excited to be joining the team at Mercer Advisors as…
After 20 years in journalism, it was simply time to do something new, and I could not be more excited to be joining the team at Mercer Advisors as…
Liked by Stacy Orff
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I often get asked if higher interest rates have had a significant impact on M&A activity in our industry. This is insightful article by Bomy…
I often get asked if higher interest rates have had a significant impact on M&A activity in our industry. This is insightful article by Bomy…
Liked by Stacy Orff
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Donald Calcagni reacts to the Fed signaling interest rate cuts in September, amid easing inflation and an uptick in unemployment. Check out the…
Donald Calcagni reacts to the Fed signaling interest rate cuts in September, amid easing inflation and an uptick in unemployment. Check out the…
Liked by Stacy Orff
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Our Chief Investment Officer Donald Calcagni sat down with ThinkAdvisor to share his outlook for the second half of the year. Three hot takes: 1️⃣…
Our Chief Investment Officer Donald Calcagni sat down with ThinkAdvisor to share his outlook for the second half of the year. Three hot takes: 1️⃣…
Liked by Stacy Orff
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It's always a blast spending 36 hours with my work bestie! 🎉 If you've been following along, you know we have a knack for showing up in matching…
It's always a blast spending 36 hours with my work bestie! 🎉 If you've been following along, you know we have a knack for showing up in matching…
Liked by Stacy Orff
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Buy low, sell high! But when tech stocks surge and dominate your portfolio, is it time to diversify? Here are our thoughts:
Buy low, sell high! But when tech stocks surge and dominate your portfolio, is it time to diversify? Here are our thoughts:
Liked by Stacy Orff
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It’s a tradition! We just completed our 3rd consecutive SF half marathon! My legs are very angry at me, but my heart is fillled with pride and…
It’s a tradition! We just completed our 3rd consecutive SF half marathon! My legs are very angry at me, but my heart is fillled with pride and…
Liked by Stacy Orff
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Without a doubt, the sights and sounds of today’s Olympic opening ceremonies in Paris were memorable, but it was something Olympic champion Tony…
Without a doubt, the sights and sounds of today’s Olympic opening ceremonies in Paris were memorable, but it was something Olympic champion Tony…
Liked by Stacy Orff
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Did you know high-net worth investors now account for 47% of investable assets in the U.S.?* These clients have complex financial needs and may…
Did you know high-net worth investors now account for 47% of investable assets in the U.S.?* These clients have complex financial needs and may…
Liked by Stacy Orff
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After a near-death experience, Martine Lellis,' view on life was transformed. Learn how our M&A Principal’s experience led her to view obstacles as…
After a near-death experience, Martine Lellis,' view on life was transformed. Learn how our M&A Principal’s experience led her to view obstacles as…
Liked by Stacy Orff
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Excited to share the announcement of our investment in Docupace. We’ve followed Docupace for years, and are proud to partner with the management team…
Excited to share the announcement of our investment in Docupace. We’ve followed Docupace for years, and are proud to partner with the management team…
Liked by Stacy Orff
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