As a senior director of the Institute for Family Culture, Nancy works with individuals, couples, and multigenerational families to develop communication, education, and governance strategies that help them meet their wealth objectives and successfully grow, preserve, and transition wealth across generations.
With experience in leadership development, building high-performing teams, and leadership transitions in business, Nancy works with families on family business transition 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, family legacy planning, communicating about wealth within the family, and family philanthropy.
Nancy joined Wells Fargo, Abbot Downing’s parent company, in 1998. She previously served in leadership roles in Enterprise Human Resources and as head of Organizational Effectiveness and Development for Wells Fargo’s Wealth and Investment Management division. Nancy provided executive coaching and strategic consulting on organizational change, organizational culture, leadership development, team performance, and individual effectiveness.
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. Most recently, Nancy co-authored three book chapters on how to create a systemic coaching culture within multi-layered organizational settings