Stacey Bro, Cfa
About Stacey Bro, Cfa
Stacey Bro, CFA, serves as the Senior Director and Co-Head of Global OCIO Strategy at Russell Investments in New York. With extensive experience in investment consulting and client relations, Bro has held various roles in the finance industry since 1996.
Current Role at Russell Investments
Stacey Bro currently holds the position of Senior Director and Co-Head of Global OCIO Strategy at Russell Investments. She has been in this role since 2023 and is based in New York, New York. In this capacity, she is responsible for overseeing the firm's global OCIO strategy, contributing to the development and implementation of investment solutions tailored for clients.
Previous Experience at Russell Investments
Stacey Bro has extensive experience at Russell Investments, having served as Director of Client CIO and OCIO Solutions from 2008 to 2022. During this time, she played a key role in managing client relationships and developing OCIO solutions. Additionally, she briefly worked as Director of Client CIO, OCIO Solutions & N.A. Consultant Relations for eight months in 2022 to 2023.
Professional Background
Stacey Bro's professional background includes roles at several financial institutions. She worked as a Relationship Manager at Julius Baer from 2006 to 2008 and as an Investment Consultant at Deutsche Bank from 2005 to 2006. Earlier in her career, she served as a Representative and Retirement Plan Specialist at SAFECO from 1996 to 1997. She also gained experience as a Summer Associate at PIMCO in 2003 and later as an Associate from 2004 to 2005.
Education and Qualifications
Stacey Bro holds a Bachelor of Arts degree in Economics and Spanish from Tufts University. She furthered her education by obtaining a Master of Business Administration (MBA) with a focus on Finance from Duke University's Fuqua School of Business. She is also a Chartered Financial Analyst (CFA), indicating her expertise in investment management.