Stacy leads Chartwell’s interim leadership practice, providing seasoned professionals to execute initiatives that drive EBITDA expansion, resulting in long-term value creation. She is responsible for solving clients’ complex finance and accounting problems by pinpointing key issues and developing actionable, results-driven plans.
With over 25 years of experience in the financial advisory and services space, Stacy supports middle market companies with capital structuring, financial strategy, and transaction execution. The majority of her career has been spent working with privately held companies and private equity firms, along with their portfolio companies, to build solid financial foundations, integrate acquisitions, and prepare for growth.
Professional Experience
Prior to Chartwell, Stacy co-owned and held the President role in a high-growth business in the interim finance, accounting, and human resources space, primarily serving private equity firms. In addition, she spent a portion of her career in various roles at BMO Commercial Bank, serving mid-to-large corporate clients.
Fiona leads client engagements in Chartwell’s interim leadership practice, providing finance and accounting solutions that support growth in privately held companies. She has over 25 years of experience across diverse financial roles, including CFO and CEO advisory positions. Throughout her career, Fiona has led fund raises, acquisitions, carve-outs, and post-integration work with 35+ companies, with deep expertise in cash management, US GAAP/IFRS reporting, and change management.
Professional Involvement & Certification
Fiona is a member of the Private Directors Association, where she has been awarded certificates in Private Company Governance, ESOP Governance Essentials, and Private Equity Company Governance. She also participates in the Corporate Finance Institute (CFI) and has completed its Corporate Finance Fundamentals course.
Fiona is a Fellow Chartered Accountant (FCA) as designated by the Association of Chartered Certified Accountants (ACCA).
Professional Experience
Prior to Chartwell, Fiona served in Principal and Partner roles in the interim finance and accounting space. In addition, she has spent her career in various roles at Allianz Life Insurance, Friends First Life Assurance, European Specialty Group, AIG Europe, and KPMG Ireland & New York.
