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Who We Are

A legacy of trust, built over 25 years of navigating global markets.

The Journey

From Boutique Firm to Global Powerhouse

Founded in 1998 by Alexander Sterling in a small office in Lower Manhattan, Stackly began with a singular vision: to bring institutional-grade financial strategy to the mid-market sector.

Over the decades, we have weathered three major recessions, creating a methodology that prioritizes resilience over rapid, unstable growth. Today, we advise over 500 enterprise clients across 40 countries, managing a collective portfolio valuation of over $40 Billion.

We believe that true wealth is not just about accumulation, but about architectural structural integrity.

1998 Foundation Stackly opens its doors in New York City with a team of three.
2005 London Expansion Opened our first European headquarters to serve EMEA clients.
2012 Tech Integration Launched proprietary AI risk modeling software, setting a new industry standard.
2024 Global Summit Celebrated 25 years of excellence and crossed $40B in assets advised.
Our Principles

The Code We Live By

01

Radical Integrity

We provide the advice you need to hear, not the advice you want to hear. Truth is our currency.

02

Long-Term Vision

We reject quarterly thinking. We build strategies designed to last for generations.

03

Precision Execution

Strategy is nothing without action. We obsess over the details of implementation.

Leadership

Meet the Partners

CEO

Alexander Sterling

Founder & CEO
COO

Sarah Jenkins

Chief Operating Officer
CFO

David Chen

Head of Advisory
Legal

Gayathri

General Counsel