Nancy Doyle, Cfa Email & Phone Number

Experienced family office investment professional responsible for manager selection and monitoring across a variety of asset classes as well as cash management and planning. Serve as the point person for investment managers, private bankers, accountants, attorneys, and trustees.Author of Manage Your Financial Life – A Thoughtful, Organized Approach for Women (2016) and Manage Your Financial Life – Just Starting Out (2018). An impactful speaker covering a variety of financial literacy topics in a relatable, easy-to-understand fashion. Guest on TV and radio programs. Featured in numerous publications including U.S. News, Reader’s Digest, MarketWatch, The Huffington Post, MSN, Morningstar, Chicago Tribune, and The Kansas City Star.

Created financial communications, including investor and board presentations, corporate profiles, and press releases for clients in the asset management, wealth management, and retail banking industries.

Us

Developed high-level investor relations messaging, positioning, and institutional targeting strategies for a diverse base of financial services clients.

Chicago, Il, Us

Conducted extensive fundamental research and developed investment theses and earnings estimates for recommendations across the asset management, wealth management, and commercial finance industries.

Chicago, Illinois, Us

Gb

Economics

Master Of Business Administration (Mba), Finance