Nancy Mccolgan

Cfp® at Verdence Capital Advisors

Nancy McColgan, CFP®, is a Director of Verdence/Family at Verdence Capital Advisors, overseeing the Family Office division. With a background in managing multi-family offices for ultra-high-net-worth families, Nancy has also held senior positions at Hawthorn, PNC Family Wealth, WMS Partners, and Legg Mason Investment Counsel. Nancy has a MS in Financial Planning from the College for Financial Planning, a Certificate in Advanced Leadership & Management from Loyola University of Maryland, and a BA from Notre Dame of Maryland University.

Links

Previous companies

C12 Business Forums logo
WMS Partners logo

Timeline

  • Cfp®

    Current role