Stacy Roode

Independent Trustee/Board Director at UMB- Registered Fund Solutions II | Denver Metropolitan Area

About Stacy Roode

Stacy Roode serves as an Independent Trustee and Board Director for UMB's Registered Fund Solutions II (RFS II), where she leverages over 30 years of extensive experience in the financial services industry. In her current role, Stacy is instrumental in overseeing the governance and operational integrity of a diverse portfolio of registered unlisted closed-end funds, focusing primarily on interval and tender offer structures. Her leadership as the Chair of the Nominating and Governance Committee underscores her commitment to fostering best practices in corporate governance and ensuring that the board is equipped with the right talent to navigate the complexities of the asset management landscape.

Stacy's expertise in operational efficiency and business strategy has been pivotal in streamlining operations teams within the RFS II platform, leading to enhanced productivity and reduced risk. Her proven track record in mutual funds and alternative investments positions her as a trusted advisor in the boardroom, where she actively contributes to strategic discussions that drive the organization's mission forward. With a strong emphasis on relationship management, Stacy is dedicated to serving customers and stakeholders alike, ensuring that their needs are met with excellence.

Throughout her career, she has demonstrated a unique ability to balance risk management with innovative investment strategies, making her a valuable asset to UMB and its clients. Her proficiency in talent management and her comprehensive understanding of the financial services ecosystem empower her to make informed decisions that align with the best interests of investors. As she continues to navigate the evolving landscape of asset management, Stacy remains committed to delivering best-in-class service results that reflect her dedication to excellence and integrity in the industry.

Stacy Roode Work