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Ll Nancy Bertrand Cfa
Ll Nancy Bertrand Cfa
Global Market Manager, Head of Citi Private Bank, Canada | Golf Ontario
Old Toronto, Ontario, Canada
Ll Nancy Bertrand Cfa
Summary
Nancy Bertrand is a highly regarded trusted advisor to some of Canada's most successful entrepreneurs, specializing in wealth management and alternative investments. With a robust background in legal services and finance, she currently leads a talented team at Citi Private Bank, where she manages portfolios for ultra-high net worth clients. Her extensive experience spans corporate finance, investment strategies, and asset management, making her a key player in optimizing complex financial structures. Nancy's passion for inclusivity is evident in her role as a board member at Golf Ontario, where she advocates for making golf accessible to all. An accomplished author, she has contributed to various publications on private wealth investing and governance. Her educational credentials include a law degree from McGill University and an HBA from Ivey Business School. Nancy's commitment to excellence and innovation in financial advisory positions her as a leader in her field.
Ll Nancy Bertrand Cfa
Work Experience
Global Market Manager, Head of Citi Private Bank, Canada at
Citi
October 2023 - Present
Board Member at
Golf Ontario
March 2020 - Present
Managing Director, Citi Private Bank at
Citigroup
December 2017 - Present
Director at
Citi
December 2011 - December 2017
Young Patrons' Circle Cabinet member (volunteer) at
Royal Ontario Museum, The
January 2008 - January 2014
Past President and Board Member at
CFA Society Toronto
January 2006 - August 2012
Vice President, Citi Private Bank at
Citigroup
January 2006 - January 2011
Associate at
Shearman And Sterling
October 1997 - January 2006
Ll Nancy Bertrand Cfa
Education
Frequently Asked Questions about Ll Nancy Bertrand Cfa
What is Ll Nancy Bertrand Cfa email address?
Ll Nancy Bertrand Cfa's primary email address is **************@citigroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Ll Nancy Bertrand Cfa work for?
Ll Nancy Bertrand Cfa is a Global Market Manager, Head of Citi Private Bank, Canada at Golf Ontario, a company specializing in Sports.
Where Ll Nancy Bertrand Cfa graduated from?
Ll Nancy Bertrand Cfa holds a degree in Business from Ivey Business School at Western University.
How can I directly contact Ll Nancy Bertrand Cfa?
To contact Ll Nancy Bertrand Cfa directly, you can use the email address **************@citigroup.com. Complete contact information is available upon registration with Muraena.
Who is Ll Nancy Bertrand Cfa?
Nancy Bertrand is a highly regarded trusted advisor to some of Canada's most successful entrepreneurs, specializing in wealth management and alternative investments. With a robust background in legal services and finance, she currently leads a talented team at Citi Private Bank, where she manages portfolios for ultra-high net worth clients. Her extensive experience spans corporate finance, investment strategies, and asset management, making her a key player in optimizing complex financial structures. Nancy's passion for inclusivity is evident in her role as a board member at Golf Ontario, where she advocates for making golf accessible to all. An accomplished author, she has contributed to various publications on private wealth investing and governance. Her educational credentials include a law degree from McGill University and an HBA from Ivey Business School. Nancy's commitment to excellence and innovation in financial advisory positions her as a leader in her field.
Ll`s contact details
**************@citigroup.com
**************@citi.com