2023 State of Nonprofits:
The Next Generation
of Governance

Stacey is the national director of investments for PNC Institutional Asset Management^®.
She is responsible for oversight and leadership of advisory professionals and ensuring consistent delivery of investment products, client solutions and thought leadership.

Stacey works to maintain strong and collaborative relationships with some of PNC IAM’s largest OCIO clients. She has extensive experience working with nonprofit and corporate clients. Stacey previously was a vice president and institutional salesperson at Salomon
Smith Barney/Citigroup as well as Friedman Billings and Ramsey. She has worked across various asset classes in this capacity.

Stacey is a recipient of the peer-nominated PEAK award in 2019, PNC's recognition of excellence and achievement for Investment Professionals. Based on her outstanding
work on behalf of her OCIO clients, she was also recognized as a corporate top performer
by leadership in 2019 at the PNC Summit Awards.

Stacey graduated with a Bachelor of Arts from Princeton University and with a Master of Business Administration in finance from University of Pennsylvania's Wharton School of Business. She currently sits on the board of the National Education Association Foundation where she serves as the Chair of the Investment Committee. Stacey also served on the boards of the Center for Supportive Schools as well as CASA-NYC.

Henri is the managing director of nonprofit solutions for PNC Institutional Asset Management^®. In this role, he helps direct the overall strategy in providing solutions for nonprofit clients. He oversees a team which works with clients to create programs to provide Planned Giving solutions including investment management, administration and education programs to meet their needs. He also leads PNC’s Endowment & Foundation National Practice Group which produces thought leadership and assists nonprofit clients in addressing their distinct investment, operational, distribution and capital preservation challenges.

Henri has many years of experience in the financial services industry serving the nonprofit sector, most recently as the director of philanthropic planning at Wells Fargo Bank, where he managed the planned giving offering and headed up the Wells Fargo donor-advised fund. He has also worked as a senior trust and fiduciary specialist and senior planned giving advisor at Wells Fargo Bank. Prior to entering the financial services industry, he taught business law as an adjunct instructor at Forsyth Technical Community College.

Henri graduated with a Bachelor of Science in political science from Emory and Henry College, a Bachelor of Arts in business management from Emory and Henry College, and a Juris Doctor in corporate law and planning from Wake Forest University School of Law. Henri also holds the Certified Trust and Financial Advisor and Chartered Advisory in Philanthropy designations. He currently serves as a member of the Emory and Henry College Board of Trustees and sits on both the Investment and Business Affairs Committees. In addition, he is a member of the South Fork Panthers of American Youth Football and Cheer League’s Board of Directors.