Stacy Swain, CRPC®

Client Relationship Director, Vice President

Stacy Swain is a Vice President and Client Relationship Director with Marchetti Porter Wealth Partners at Rockefeller Capital Management.  Stacy has 40 years of financial services experience in assisting wealthy families and individuals.

Prior to joining Rockefeller, Stacy was a Client Relationship Analyst at First Republic Investment Management, focusing on client services, sales support and portfolio administration.

Stacy began her financial career in 1982 and three years later joined the Marchetti Group at Merrill Lynch, assisting as a Registered Client Associate for more than 25 years.  Stacy received her bachelor’s degree from the University of California at Santa Barbara and holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning℠.