Judy Mcnary

Judy Mcnary Email and Phone Number

Adjunct Faculty @ University of Colorado Boulder - Leeds School of Business
Boulder, CO, US
Judy Mcnary's Location
Boulder, Colorado, United States, United States
Judy Mcnary's Contact Details

Judy Mcnary personal email

n/a
About Judy Mcnary

A successful entrepreneur in financial services and software industries, bringing pragmatic, solutions-oriented ESG expertise that benefits stakeholders in both corporate and investor communities. A strong leader, adept at operating in fast-paced environments, skilled at identifying strategic perspectives and opportunities, and working in collaboration with others to achieve optimal outcomes.

Judy Mcnary's Current Company Details
University of Colorado Boulder - Leeds School of Business

University Of Colorado Boulder - Leeds School Of Business

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Adjunct Faculty
Boulder, CO, US
Website:
vertasset.com
Employees:
2
Judy Mcnary Work Experience Details
  • University Of Colorado Boulder - Leeds School Of Business
    Adjunct Faculty
    University Of Colorado Boulder - Leeds School Of Business
    Boulder, Co, Us
    View
  • Vert Asset Management
    Member, Advisory Council
    Vert Asset Management Jan 2023 - Present
    View
  • Avantis Investors
    Member, Esg Advisory Council
    Avantis Investors Jun 2022 - Present
    View
  • University Of Colorado Boulder - Leeds School Of Business
    Adjunct Faculty
    University Of Colorado Boulder - Leeds School Of Business Jan 2018 - Present
    View
  • Mercer Advisors
    Director Of Corporate Responsibility
    Mercer Advisors Jun 2021 - Jan 2023
    Boulder, Colorado, United States
    Established company’s award-winning suite of strategic initiatives, built on the UN SDGs, which incorporated sustainability, innovation, and inclusivity as core components of the firm’s commitment to responsible growth. Led Mercer’s ESG program driving environmental, social, and governance excellence, which included the firm's ESG Investment offerings.
    View
  • Mercer Advisors
    Sr Client Advisor, Special Projects
    Mercer Advisors Mar 2019 - Jun 2021
    Boulder, Colorado
    View
  • Confluence Financial Advisors, Llc
    Founding Partner
    Confluence Financial Advisors, Llc Oct 2015 - Feb 2019
    Boulder, Colorado
  • A1 Scuba & Travel
    Padi Open Water Scuba Instructor
    A1 Scuba & Travel Nov 2009 - Jul 2018
    Littleton, Co
  • Mcnary Financial Planning
    Founder
    Mcnary Financial Planning Oct 2007 - Dec 2015
    Broomfield, Colorado
  • The Invested Life At Msn.Com
    Financial Coach
    The Invested Life At Msn.Com Jan 2011 - Dec 2011
    One of seven national financial coaches on The Invested Life, MSN Money's personal finance series that paired investors with financial coaches to help them achieve their financial goals.
  • Definitive Software, Inc
    Chief Executive Officer, Founder
    Definitive Software, Inc Apr 1997 - Nov 1998
    Award-winning graphical decision-modeling software based on Monte Carlo probability analysis. Definitive Scenario earned PC WEEK's Best of COMDEX and the Rosling Award for Innovation.
  • Green Thumb Software, Inc.
    President, Co-Founder
    Green Thumb Software, Inc. 1990 - 1995
    Co-founded company that developed landscape, irrigation, and home design software for both retail and professional users. LandDesigner® became the best-selling retail program in it category.. Negotiated successful pooling of assets merger with Sierra On-Line, Inc. Awarded Top 40 Under 40 by Entrepreneur Magazine
  • Cadnetix
    Product Marketing Manager/ Software Engineer
    Cadnetix Dec 1982 - Aug 1990

Judy Mcnary Skills

Financial Planners Stocks Retirement Planning Strategic Financial Planning Estate Planning Wealth Management Investments Retirement Investment Advisory Financial Advisory Investment Strategies Asset Managment Portfolio Management Mutual Funds Iras Equities Fixed Income Entrepreneurship Finance Personal Finance Management Financial Planning

Judy Mcnary Education Details

Frequently Asked Questions about Judy Mcnary

What company does Judy Mcnary work for?

Judy Mcnary works for University Of Colorado Boulder - Leeds School Of Business

What is Judy Mcnary's role at the current company?

Judy Mcnary's current role is Adjunct Faculty.

What is Judy Mcnary's email address?

Judy Mcnary's email address is ju****@****ors.com

What schools did Judy Mcnary attend?

Judy Mcnary attended University Of Colorado Boulder - Leeds School Of Business, University Of Colorado Boulder, College For Financial Planning, University Of Colorado Boulder - Leeds School Of Business.

What are some of Judy Mcnary's interests?

Judy Mcnary has interest in Skiing, Colorado, Reading, Hiking, Swimming, Animal Welfare, Travel.

What skills is Judy Mcnary known for?

Judy Mcnary has skills like Financial Planners, Stocks, Retirement Planning, Strategic Financial Planning, Estate Planning, Wealth Management, Investments, Retirement, Investment Advisory, Financial Advisory, Investment Strategies, Asset Managment.

Who are Judy Mcnary's colleagues?

Judy Mcnary's colleagues are Jeff De Haan Cfp®, Sarah Adams.

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