Nancy Smith work email
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Nancy Smith personal email
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.
Ncs Consulting
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Private Investor And VolunteerNcs Consulting Jan 2010 - PresentKiawah Island, ScAfter 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.
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Class Of 1965 -- Co-Chair 50Th Reunion; Co-Chair Fundraising CommitteeMiddlebury College Sep 2013 - Jun 2015Middlebury, VtPlanning and managing the Reunion; raising the class gift
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Trustee, Head Of Investment CommWilson College 2006 - 2013Chambersburg, PaWithin the Inv Pol Statement, as developed with the Board, I worked with the Advisor to structure and monitor the endowment portfolio. -
First Vice PresidentGlenmede Apr 1984 - Jun 2009Philadelphia, PaHead 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. -
Member Of The Investment CommitteeThe Philadelphia Foundation 1997 - 2009Phildelphia, PaI participated in selecting and monitoring investment managers, performance analysis, and recommending poli cy for this Public Foundation,
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TrusteeNational American Red Cross 1991 - 2003Washington DcFor 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
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Director Of The Widows Corp.The Episcopal Diocese Of Pennsylvania 1989 - 2000Philadelphia, PaThe Widows Corp is an insurance company within the diocese that insures the lives of the priests.
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Director, Governor - Cfai, Aimr, Faf, Financial Analysts Of PhlCfa Institute 1980 - 1998Charlottesville Va, New York City, PhiladelphiaActivities were focused primarily on Standards and Ethics, Education, and Programs
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DirectorBell Atlantic Mutual Funds 1990 - 1992Philadelphia, PaI participated in selecting and monitoring managers for the mutual funds.
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Vice PresidentPnc Bank (Trust Division) Jan 1971 - Apr 1984Philadelphia PaPortfolio Manager for Personal Trusts, large family groups, specialized in Not-for-Profits -- Endowments and Foundations -
Investment OfficerSchroder Trust Co 1967 - 1970New York, NySchroder is a British Merchant BankI was Portfolio Manager -- Investing in US securities for foreign clients
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Trust Investment TraineeOld Colony Trust Co (Then Division Of Bank Of Boston) 1965 - 1967Boston, MaI trained in the Trust Inv Dept
Nancy Smith Skills
Nancy Smith Education Details
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Cfa InstituteCfa -- Chartered Financial Analyst -
Finance -
Economics
Frequently Asked Questions about Nancy Smith
What company does Nancy Smith work for?
Nancy Smith works for Ncs Consulting
What is Nancy Smith's role at the current company?
Nancy Smith's current role is Retired investment professional, now private investor and volunteer.
What is Nancy Smith's email address?
Nancy Smith's email address is na****@****yne.com
What schools did Nancy Smith attend?
Nancy Smith attended Cfa Institute, Temple University, Middlebury College.
What are some of Nancy Smith's interests?
Nancy Smith has interest in The World Of Investing, My Husband, Wonders Of Nature, Many Rescured Animals, Reading, My Friends (Old And New), Education, Economic, Photography, Son.
What skills is Nancy Smith known for?
Nancy Smith has skills like Investments, Portfolio Management, Mutual Funds, Asset Allocation, 401k, Investment Management, Retirement, Equities, Wealth Management, Alternative Investments, Hedge Funds, Fixed Income.
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