Nancy primarily focuses on business development and raising awareness of the capabilities and value proposition of CAP STRAT’S investment advisory and asset management services; and she co-leads their Women’s Forum.

Nancy is a natural leader and today lives her purpose by serving others through her work at CAP STRAT, through the Women’s Forum and at a local level in the community. She is a member of Chief, a private network founded to drive women forward into positions of power and keep them there. She is a graduate of Leadership Palm Beach County Engage, a non-profit organization that brings together leaders from the public, private and nonprofit sectors focused on cultivating a vibrant, interconnected community. She is a member of the Business Advisory Council for Dress for Success the Palm Beaches and serves as co-chair for their Circle of Impact. Nancy is also a member of Impact the Palm Beaches, a philanthropic organization of influential women who collectively give to nonprofits to ignite transformational change.

Nancy received her M.A. in Corporate and Political Communication from Fairfield University and her B.A. in Business Communication from Quinnipiac University.