Nancy Marshall, MPPM, CAP, CPA.
Nancy has 25 years of experience across a broad range of roles, all in financial services. She received a Bachelors degree in Accounting from Grove City College and a Master’s Degree in Public Policy and Nonprofit Management from the University of Pittsburgh. She also holds the Chartered Advisor in Philanthropy (CAP) Certification from the American College. Most recently, she received the 21/64 certified advisor designation. She is also a Certified Public Accountant (CPA), inactive.
She has served individuals and family clients as a Wealth Advisor, Private Banker, a tax preparer, and a Fiduciary Advisor/Trust Officer. She was Vice President in one of the largest US Banks, and has also served as Director of Donor Services at a local community foundation. She has experience in estate administration, gift planning and non-profit management.
She serves individual and corporate clients through consulting engagements for all manner of Philanthropic planning, including strategic planning, impact investment, developing post sale giving strategies for multi generational family offices.
- Philanthropic Advisor
- Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Strategic Grantmaking | Teen and Youth Philanthropy | Wealth Management | Women and Giving
- 21/64 Approach Training