As a senior director of Family Dynamics and Education at Abbot Downing, Nancy works with individuals, couples, and multi-generational families to develop communication, education, and governance strategies that help them meet their wealth objectives and successfully grow, preserve, and transition wealth.
With experience in leadership development, building high-performing teams, and leadership transitions in business, Nancy works with families on succession planning including how to engage and develop the rising generation of family leaders for future roles and responsibilities in the family business. She also consults on family governance, identifying family values, communicating about wealth within the family, and family philanthropy.
Nancy holds a doctorate and a master’s degree in clinical psychology from the California School of Professional Psychology and a bachelor’s degree in psychology from the University of California, San Diego. She completed an executive coaching certification at Columbia University Business School and Teachers College.