Nancy has been with Excalibur since 2006 supporting the firm’s multi-generational client families with family office services and wealth operations. She has over 30 years’ experience working in the investment management arena where Nancy brings her customer service skills, operational knowledge, and deep understanding of administering complex and charitable trusts. Prior to joining Excalibur Nancy worked with the Bank of Boston and Scimitar Global Asset Management, the investment subsidiary of Standard Chartered Bank. Nancy has a B.S. in Linguistics from Northeastern University.