Our Team
Denise Stabley

Denise Stabley

Manager of Client Relations

Denise Stabley has over twenty years of experience in client service and operations activities. She manages a number of functions including account transition management, trade execution and processing, and client funds management activities. Denise is also extensively involved in our client reporting, performance analysis and invoicing activities.

Denise was most recently a Senior Portfolio Associate with Wilson, Kemp & Associates, Inc., where she served a variety of roles including trade execution and processing, client reporting and invoicing, client funds management and other client service matters. Denise began her career as a sales assistant with Roney & Co.

Denise graduated with an Associate Degree from Schoolcraft College and is currently pursuing a BBA degree with a major in finance.