Nancy is a Principal and founding partner of Capital Strategies Investment Group.
She leads the Firm’s client acquisition strategy and marketing initiatives and helps prospective clients assess how the needs of their Investment and Retirement Committees, company as plan sponsor and their participants align with our value proposition and business model. Nancy is responsible for business development prioritization, conducts all due diligence, manages and develops new business relationships, and marketing opportunities with internal and external partners. She applies her extensive market and industry knowledge to help lead the Firm’s key growth strategies.
Nancy has over 20 years’ business development experience in the investment advisory industry and has worked closely with numerous Fortune 500 companies on their corporate benefit and retirement needs. Before Capital Strategies, Nancy spent 5 years with the institutional team at a major financial services firm, and was a Principal of a national benefit and compensation consulting firm prior to its acquisition.
Nancy received her M.A. in Corporate and Political Communication from Fairfield University and her B.A. in Business Communication from Quinnipiac University.
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