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Biography

Nancy is a Principal in the Rockville office with the Wealth Management Team, responsible for daily operations information and client data.

Before joining Cerity Partners, she was a Senior Operations Analyst for SOL Capital Management Company for 24 years working as a key member of the back-office operations team responsible for daily processing of transactions, pricing information, reconciliation, cost basis, and reporting. She worked for the Commonwealth of Virginia for 12 years prior to joining SOL Capital obtaining extensive experience in auditing, accounting, and budgeting.

Nancy enjoys spending time with her family and friends, gardening, baking, and volunteering in the community.

Education

  • MBA from Strayer University
  • BS in Business Administration from University of Mary Washington

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