Nancy Stone,
Chief Compliance Officer

About Nancy

Chief Compliance Officer

Ms. Stone was appointed Chief Compliance Officer in December 2021.  She is responsible for the Company’s regulatory compliance.  A Certified Fraud Examiner and CPA, she has over 30 years of experience in banking and regulatory compliance. Her career includes serving as Chief Compliance Officer responsible for FINRA and Federal bank regulatory compliance, as well as other banking, compliance, accounting, and internal audit roles.  Ms. Stone earned her Bachelor of Arts in Economics with a concentration in Finance from the State University College of New York at Buffalo and her Master of Business Administration in Professional Accounting from Canisius College in Buffalo.

Contact Us

Callodine Group, LLC.
Two International Place
Suite 1830
Boston, MA 02110