A Chartered Financial Analyst based in Flower Mound, Texas, Stacey Penshorn spent seven years as a compliance analyst at Dimensional Fund Advisors in Austin. She supported the evaluation and management of operational and regulatory compliance policies. Stacey Penshorn also participated in the annual review and testing of policies, which involved reporting results to senior management. Her achievements at Dimensional Fund Advisors also included successfully maintaining compliance with anti-money laundering regulations.
In the past, Stacey Penshorn has held positions such as risk analyst for Eklektikos Capital Management, LP, and operations manager for Waterstreet Investment Consultants, LLC. She began her career as an investment administrator for Alliance Bernstein in San Antonio, Texas.
Stacey Penshorn studied finance at Texas State University, graduating summa cum laude with a bachelor’s degree in finance. She was a member of the Beta Gamma Sigma Honor Society. She has held professional licenses as a Series 7 General Securities Representative, Series 24 General Securities Principal, and Series 65 Licensed Investment Advisor Representative.
Mrs. Penshorn obtained the CFA designation in 2015.