Stacy Marson

Stacy brings more than 15 years of experience to Forum. As Director – Client Portfolio Manager, she is supporting our portfolio management team and serves our institutional, middle market and wealth management clients.

Prior to joining Forum, Stacy was a Regional Sales Consultant at Voya Financial where she partnered with financial advisors to solve client outcomes, Stacy held similar roles at Buckingham Strategic Management, Highland Capital Management and Allianz Global Investors.

Stacy holds Bachelor of Arts degree in Business Administration and Finance from Le Moyne College in Syracuse, NY. Outside of work, Stacy enjoys spending time with her husband James and their two wild boys Titus and Maddox.