Nancy has over 30 years of experience in the investment management industry. Prior to co-founding Lyell Wealth Management, Nancy was a Portfolio Manager, shareholder and Investment Committee member at Atherton Lane Advisers. Prior to Atherton Lane, Nancy spent 5 years at the Portola Group and 17 years as a Senior Vice President in institutional fixed income at Prudential Securities and Salomon Brothers. Her clients included prominent fixed-income institutions throughout the United States. Nancy holds an MBA in Finance from Washington University in St. Louis and a BS in Finance from the University of Colorado–Boulder. Nancy is an active community volunteer with a passion for women’s educat