Stacey Marino

Stacey Marino, CFA® CAIA® is an experienced investment professional currently serving as Director-Investments at Oppenheimer & Co. Inc. since February 2021, providing comprehensive goals-based wealth management services. Prior to this role, Stacey worked at Morgan Stanley as a Financial Advisor & Portfolio Manager, focusing on institutional and ultra high net worth clients. Stacey's earlier positions include Senior Portfolio Manager & Strategist at State Street Global Advisors, President and Chief Operating Officer at Tradeware Global Corporation, and Senior Portfolio Manager at Vanderbilt Capital Advisors. Educational credentials include an MBA in International Marketing & Finance from DePaul University and a Bachelor's Degree in Business Administration from Simmons College.