Nancy is the go-to person for account trading, fund requests, quarterly reports, statements and required minimum distribution requests on tax-qualified plans. She is Director of Operations and CFO, the glue and mortar of the firm, and interacts with our client’s other trusted professionals/advisors (accountants, estate attorneys and mortgage bankers) as needed.
Nancy began her career three decades ago at a large investment management firm. Over the years, her responsibilities grew to include Account Administration, Trading and Compliance. Our clients appreciate her prompt attention to their questions, requests for funds and her ability to interface with their accountants at tax time.
If you visit our office on a warm summer day, you just might see her motorcycle in the parking lot. She is also a very talented operatic singer and is active in several Bay Area opera productions.