Nancy is a seasoned financial services professional with over 17 years of dedicated experience in the industry. As Chief Operating Officer, Nancy oversees firm operations, client service, portfolio analysis & reporting, and technology at CoastEdge. Prior to joining CoastEdge Partners, Nancy was a Senior Client Engagement & Success Manager at Addepar, a leading global technology and data company that serves family offices, registered investment advisory firms, and enterprise financial institutions totaling over $5 trillion assets on platform. Nancy also recently worked at PIMCO where she was a Senior Vice President overseeing SMA Operations. Prior to PIMCO, Nancy spent over a decade at Gurtin Municipal Bond Management where she was a partner and responsible for the firm’s white glove Client Service and Operations teams. Nancy started her career in the financial services industry as a Client Service Associate at Morgan Stanley.
Nancy calls San Diego home. In her free time, she enjoys traveling with her husband and three sons.
Nancy holds a Bachelor of Science in Biochemistry and Cell Biology from University of California, San Diego and received an MBA from the Kellogg School of Management at Northwestern University where she focused on Management & Strategy as well as Management & Organizations.