Lyell Wealth Management
Nancy Tuck is the Managing Director at Lyell Wealth Management. Nancy has over 25 years of experience in the financial industry.
Nancy started their career in 1984 as a VP at Salomon Brothers. Nancy then moved to Prudential Securities in 1990, where they became the Western regional manager of institutional and middle markets. In 1996, they were promoted to Sr. Vice President.
In 2001, Nancy left Prudential to join Portola Group as a portfolio manager. Nancy stayed with the company for four years before moving to Atherton Lane Advisers, LLC in 2005. Nancy worked as a portfolio manager there for eleven years before joining Lyell Wealth Management in 2016.
Nancy Tuck received their MBA from Washington University in St. Louis and their BS in Finance from the University of Colorado Boulder.
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Lyell Wealth Management
Lyell manages wealth for successful entrepreneurs, technology executives, business owners, and other high-net-worth individuals and families from around the United States.