Exceptional Industry Expertise and Experience

Sally M. Stalcup founded Stalcup Consulting in 2007, which provides strategic consulting services ranging from strategic marketing, messaging and branding, to presentation coaching, win/loss reviews and sales/client service strategies to the financial services industry.

Prior to launching Stalcup Consulting, Sally led the presentation coaching and research practices at Charnley & Røstvold, Inc. Her responsibilities included business development, relationship management, and the structuring and delivery of the firm’s research and coaching services. Sally has 24 years of investment industry experience and is a frequent speaker at industry conferences.

Prior to joining the investment management industry, Sally taught French and African Studies at Anneliese’s School in Laguna Beach, CA. She also served as a Peace Corps Volunteer in Zaire (Democratic Republic of the Congo) and Cameroon, Africa. She holds a BA in Psychology from Arizona State University.


  • 100 Women in Finance, Member

  • AIMSE, Association of Investment Management Sales Executives, Member

  • WIIIN, Women In Institutional Investments Network, Member

  • WiPN, Women in Pensions Network, Member
  • Evelyn Brust Financial Research and Education Foundation, Former Board of Trustees

  • PAICR, Professional Association for Investment Communications Resources, Member (former Advisory Board Member, former President and Board of Directors Member)

  • Toastmasters, served as President of Toastmasters, Dana Point, CA Chapter

Learn more about Stalcup Consulting.