Stacey Morin

Out, Loud, and Proud!

Stacey Morin

Chief Financial Officer :: Financial and Operations Principal


  • Marymount University, Doctorate in Business Administration (DBA) (Candidate – Expected Graduation 2025)
  • 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

Stacey is a seasoned finance executive managing the accounting and finance department for Intrepid Investment Bankers as Chief Financial Officer and Financial and Operations Principal. She joined the firm in 2019.

Prior to joining Intrepid, she wore multiple hats within MUFG as the Wealth Management Controller (UnionBanc Investment Services, HighMark Capital Management, Trust and Estate, and Private Wealth). Before joining MUFG, she was Assistant Controller within the Private Equity division of Wilshire. Most of her career has been in the Financial Services industry.

In giving back to the community, Stacey volunteers her time to the LGBTQ+ community. Stacey enjoys traveling with her wife. She is passionate about staying fit and eating clean.