Nanci is a financial and investing literacy advocate and coach. Since 2015, she has taught workshops (primarily to women) on asset allocation, risk tolerance, stocks vs. bonds, mutual funds and ETFs, portfolio construction, and rebalancing. She has a warm, friendly teaching style and is proud that her workshops are a safe place for women to learn about investing.
Nanci has enjoyed over 30 years in the financial industry, with past positions at Merrill Lynch and Scotia McLeod, and most recently as Head of Marketing for BCA Research, the world's largest provider of independent macroeconomic research. Since 2015, she has built a coaching business that includes one-to-one and small group workshops—both virtual and in-person.
Nanci has no affiliation, partnership, or sponsorship relationship with any financial or other organization. She is a CFA Charterholder (2001).