Stacey Morin

Stacey Morin

Director
Chief Financial Officer

Stacey Morin

Education

  • Marymount University, Doctorate in Business Administration (DBA)
  • California State University, Northridge, Master of Business Administration (MBA), Finance
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Credentials

  • FINRA-registered Series 27 Financial Operations Principal

Education

  • Marymount University, Doctorate in Business Administration (DBA)
  • California State University, Northridge, Master of Business Administration (MBA), Finance
  • Eastern Michigan University, Bachelor of Business Administration, Accounting

Professional Credentials

  • FINRA-registered Series 27 Financial Operations Principal

OUT, LOUD, and PROUD!

Dr. Stacey Morin is a seasoned finance executive serving as Chief Financial Officer and Financial and Operations Principal for Intrepid Investment Bankers, a member of MUFG. She has held this role since 2019, bringing several years of leadership experience within MUFG.

Prior to her current position, Dr. Morin held several senior finance roles at MUFG, including serving as Wealth Management Controller for UnionBanc Investment Services, HighMark Capital Management, Trust and Estate, and Private Wealth. Before joining MUFG, she was Assistant Controller in the Private Equity division at Wilshire.

As a proud pracademic—a professional who bridges academic knowledge with practical execution—Dr. Morin remains committed to delivering research-driven, real-world solutions to the financial sector, leading with intention to drive innovation, resilience, and purpose-led growth.

Dedicated to giving back, Dr. Morin actively volunteers with the LGBTQ+ community. She enjoys traveling with her wife and she is passionate about staying fit and eating clean.