Nancy is responsible for assisting the portfolio managers with client service and administration. Before joining Howe & Rusling, Nancy worked in the fundraising division of the University of Rochester. She also has experience in the insurance industry and in financial planning. Nancy received her Bachelor’s degree from Wellesley College and has an MBA from the University of Rochester’s Simon School of Business.
Outside of Howe & Rusling, Nancy enjoys volunteering with Lab Lovers Rescue and taking her Labrador Retriever to various places as a therapy dog.
“My favorite place I’ve traveled to is South Africa. It’s a beautiful country and the wineries are wonderful.”