Sally Stalcup

Sally Stalcup

Founder

Sally Stalcup is a communications and marketing consultant with over 28 years of experience in the investment management industry. Sally’s career reflects a demonstrated track record of developing and implementing strategies with leading and emerging asset and fund managers, as well as investment consultant firms. She helps them clarify and enhance their communications, messaging, positioning, and strategic reach to grow their businesses. In her role, she also brings expertise, experience, and a distinct approach to presentation and leadership coaching which she has provided to her clients for well over 20 years. Prior to launching her firm, Sally led the presentation coaching and research practices at Charnley & Røstvold, Inc. Her attention to detail, leadership and client management skills contributed to the firm’s successful, long-term client engagements.

Sally joined the investment management industry in 1995. She served as a Peace Corps Volunteer in Zaire (Democratic Republic of the Congo) and Cameroon, Africa. Sally received her BA in Psychology from Arizona State University.

Sally currently serves on the Executive Committee of the Board of Advisors at Titan Capital Management, California State University Fullerton. She also serves as a grant committee chair and Partner for IMPACT Giving, Laguna Beach, CA.

Sally is a frequent speaker at industry conferences and is an active member of several organizations including 100 Women in Finance; AIMSE, Association of Investment Management Sales Executives; WIIIN, Women in Institutional Investments Network; and WIP, Women Investment Professionals.

What Our Clients Say About Us

Providing Focused Attention, Direction, and Tools Needed to Succeed

Stalcup Consulting knows and understands the nuances and subtleties of the buyside of the asset management business. In particular, they understand the many moving parts of the institutional decision-making process. Hence, they deliver useful, distinguishing advice. Not industry pablum.

~Chris Scibelli, Managing Director, ACR Alpine Capital Research

Sally is an excellent presentation & messaging coach. I have hired her at several companies & she’s been instrumental in improving our messaging and delivery of the investment process & story, as well as to our success in growing institutional business.

~30+ year industry new business-development professional

Sally has a special way of putting even the most nervous participants at ease and her deep industry knowledge distinguishes her from other presentation coaches.

~Head of Institutional Sales & Marketing of ~$100B global investment management firm

Working with Stalcup Consulting has been an extremely rewarding and impactful experience for both me personally, and our Firm. Sally and team bring a level of insight, professionalism and execution focus that has enabled Semper to aggressively grow assets, market presence and brand. I can’t recommend her services highly enough.

~Greg Parsons, CEO, Semper Capital Management

Galliard Capital entrusts Stalcup Consulting with employee development through presentation coaching, marketing material guidance as well as a strategic industry resource as we build new team members and prepare for sensitive opportunities. Sally’s capabilities, professionalism, experience, and ability to work with each personality to build upon individual skills has allowed us to leverage her as a resource and produce better results.

~Carrie Callahan, Former Managing Partner, Galliard Capital Management

Our team has had the privilege of working with Stalcup Consulting for over a decade. Sally’s extensive knowledge of our business coupled with her personalized coaching style have enhanced our organization’s communication tremendously.

~Dominic Nolan, CFA, CEO, Aristotle Pacific Capital

Clients

A Trusted Partner to Leading and Emerging Investment Management
and Investment Consultant Firms

Communicating distinguishes leaders. From daily interactions to oral and written remarks to executive presence, what a leader says and does expresses the value and values of an organization. Finding time to focus on being a compelling communicator and staying aware of what, and how, effective communication can be improved are challenges faced by most.

We collaborate with our partners to help them keep effective communications with a focus on the future at the forefront of all their business efforts. We are honored to have partnered with these organizations and to have contributed to their success:

These clients reflect a representative list of Stalcup Consulting’s clients.
Inclusion should not necessarily be viewed as an endorsement or recommendation of our services.