Stacy T

Stacy T

Ranked Top 20 USA Wealth Advisor (Financial Services Review);Top 3 USA Trader(Bloomberg); Fiduciary,...
Palo Alto, California, United States

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Work Experience

The Wealth Mastery, LLC

Fiduciary, CRPC™, Founder & CEO

2011-06-01 - Present

GLG (Gerson Lehrman Group)

Subject Matter Expert (SME) - Financial

2013-04-01 - 2022-08-01

Liberty Group LLC

Investment Advisor, Branch Manager

2011-03-01 - 2013-03-01

Island Trading, Inc.

Chief Executive Officer

2008-07-01 - 2011-01-01

Instinet Corporation

Senior Vice President & Head of Alpha Trading (Institutional Trading)

2007-01-01 - 2008-08-01

MPM Capital

Principal & Head of Trading/Trading Operations

2001-03-01 - 2003-05-01

Emerging Growth Management (EGM Capital)

Hedge Fund Trader

1998-03-01 - 2001-02-01

Insight Capital Research and Management

Institutional Trader

1997-06-01 - 1998-02-01

Citi

Financial Advisor

1996-01-01 - 1997-06-01

Merrill Lynch

College Intern

1995-05-01 - 1996-01-01

Skills

acquisitions portfolio management mergers business advisory socially responsible investing esg investing wealth planning exits retirement planning

Languages

No Languages Available