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 has been an active community volunteer with involvement in women’s education and a passion for reading literacy in underserved communities.
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.