Nancy has over 30 years of experience in the investment management industry. Prior to co-founding Lyell Wealth Management, Nancy was a Portfolio Manager, shareholder and Investment Committee member at Atherton Lane Advisers. Prior to Atherton Lane, Nancy spent 5 years at the Portola Group and 17 years as a Senior Vice President in institutional fixed income at Prudential Securities and Salomon Brothers. Her clients included prominent fixed-income institutions throughout the United States.
Nancy holds an MBA in Finance from Washington University in St. Louis and a BS in Finance from the University of Colorado–Boulder.
Nancy is an active community volunteer with a passion for women’s education and children’s reading literacy. She is currently a reading tutor at the Boys and Girls Club of Oakland.
Nancy lives in Palo Alto. Her daughter, Natalie, was a member of the University of California–Berkeley swim team prior to launching her career in the healthcare industry.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
