Stacy Orff

Vice President, Platform Marketing at Mercer Advisors

Speaker

Stacy joined Mercer Advisors in 2024 to lead the company’s industry marketing and partner development marketing and program initiatives. Stacy has 25-plus years of financial services marketing, communications, and program management experience encompassing financial advisor, brokerage, mutual fund, and financial technology.
Stacy has led marketing teams at leading firms in the financial advisor industry such as Charles Schwab, AssetMark, SS&C Advent, and DeVoe & Company. She has deep experience in sales enablement, content marketing, brand & messaging refresh, and client activation. She started her career as a reporter at a mutual fund trade publication.
Stacy graduated from Boston University with a B.S. in Advertising and Mass Communications and B.A. in French Language and Literature. Stacy resides in the San Francisco Bay Area.