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Nancy Smith is listed as Retired investment professional, now private investor and volunteer at NCS Consulting, based in Johns Island, South Carolina, United States. AeroLeads shows a work email signal at gladwyne.com and a matched LinkedIn profile for Nancy Smith.
Nancy Smith previously worked as Private investor and volunteer at Ncs Consulting and Class of 1965 -- Co-Chair 50th Reunion; Co-Chair Fundraising Committee at Middlebury College. Nancy Smith holds Cfa -- Chartered Financial Analyst from Cfa Institute.
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In retirement my husband and I have resettled on Kiawah Isalnd, SC, 30 minutes from downtown Charleston. While enjoying the luxury of retirement (travel and reading for pleasure, culture, photography, nature, swimming, biking, new and old friends), I have stayed involved in the investment world through volunteering, consulting, personal investing, and as a member of the Kiawah Island Community Association (KICA) Finance Committee. My husband and I are very involed in and on Kiawah Island, but I would would like to utilize my skills and do more for the region and perhaps globally.
Listed skills include Investments, Portfolio Management, Mutual Funds, Asset Allocation, and 18 others.
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Kiawah Island, SC
After 45 years in the investment industry, specializing in Private Wealth Management, Endowments, Foundations, and manager selection, I now manage the family assets and volunteer utilizing my skills in portfolio management, investment strategies, economic analysis, and mentoring.
Middlebury, VT
Planning and managing the Reunion; raising the class gift
Chambersburg, PA
Within the Inv Pol Statement, as developed with the Board, I worked with the Advisor to structure and monitor the endowment portfolio.
Philadelphia, PA
Head of Manager of Managers initiative; Portfolio Manager for large family groups, Endowments and Foundations; Lead Portfolio Manager for one of the largest Private Foundations in the US ($5 B); member IPC, Manager Selection Committee, 401K Committee.
Phildelphia, PA
I participated in selecting and monitoring investment managers, performance analysis, and recommending poli cy for this Public Foundation,
Washington DC
For initial 6 years I was Trustee of Retirement Fund, Vice Chair of Board, and Member of the Finance CommitteeFor final 6 years I was Trustee of Endowment Fund and Member of the Finance Committee
Philadelphia, PA
The Widows Corp is an insurance company within the diocese that insures the lives of the priests.
Charlottesville VA, New York City, Philadelphia
Activities were focused primarily on Standards and Ethics, Education, and Programs
Philadelphia, PA
I participated in selecting and monitoring managers for the mutual funds.
Philadelphia PA
Portfolio Manager for Personal Trusts, large family groups, specialized in Not-for-Profits -- Endowments and Foundations
New York, NY
Schroder is a British Merchant BankI was Portfolio Manager -- Investing in US securities for foreign clients
Boston, MA
I trained in the Trust Inv Dept
Activities and Societies: Conference program development studied/prepared for the 3 professional exams
Activities and Societies: Delta Delta Delta; Winter Carnival Commttee Economics major; concentration in Geography; studied hard
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Nancy Smith works for NCS Consulting.
Nancy Smith is listed as Retired investment professional, now private investor and volunteer at NCS Consulting.
AeroLeads has found 1 work email signal at @gladwyne.com for Nancy Smith at NCS Consulting.
Nancy Smith is based in Johns Island, South Carolina, United States while working with NCS Consulting.
Nancy Smith has worked for Ncs Consulting, Middlebury College, Wilson College, Glenmede, and The Philadelphia Foundation.
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Nancy Smith holds Cfa -- Chartered Financial Analyst from Cfa Institute.
Nancy Smith is listed with skills including Investments, Portfolio Management, Mutual Funds, Asset Allocation, 401K, Investment Management, Retirement, and Equities.
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