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Nancy Boo
Nancy Boo
Vice President; Investment Adviser Representative | Chapin Davis, Inc.
Washington, District of Columbia, United States
Nancy Boo
Summary
Nancy Boo is a seasoned investment advisor with over three decades of experience in the finance and asset management industry. Currently serving as Vice President at Chapin Davis, she specializes in portfolio management, retirement planning, and wealth management. Her career has spanned various roles, from financial advisor to sales lead, showcasing her adaptability across different sectors including depository banking and retail. Nancy's tenure in the beef cattle industry adds a unique perspective to her financial acumen, blending agricultural insights with investment strategies. She has a proven track record of fostering client relationships and delivering tailored financial solutions. With a focus on equities and mutual funds, she is dedicated to helping clients achieve their financial goals. Outside of her professional endeavors, Nancy is likely to have interests that align with sustainability and innovation in finance, reflecting a modern approach to investment.
Nancy Boo
Work Experience
Vice President; Investment Adviser Representative at
Chapin Davis, Inc.
November 2019 - Present
Sales Lead at
Loft, The
February 2012 - November 2019
Financial Advisor at
Chapin Davis
October 1997 - January 2013
Sales Associate at
Alex Brown & Sons, L.L.C.
January 1987 - September 1997
Frequently Asked Questions about Nancy Boo
What is Nancy Boo email address?
Nancy Boo's primary email address is ****@chapindavis.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Nancy Boo work for?
Nancy Boo is a Vice President; Investment Adviser Representative at Chapin Davis, Inc., a company specializing in Functions related to depository banking.
How can I directly contact Nancy Boo?
To contact Nancy Boo directly, you can use the email address ****@chapindavis.com. Complete contact information is available upon registration with Muraena.
Who is Nancy Boo?
Nancy Boo is a seasoned investment advisor with over three decades of experience in the finance and asset management industry. Currently serving as Vice President at Chapin Davis, she specializes in portfolio management, retirement planning, and wealth management. Her career has spanned various roles, from financial advisor to sales lead, showcasing her adaptability across different sectors including depository banking and retail. Nancy's tenure in the beef cattle industry adds a unique perspective to her financial acumen, blending agricultural insights with investment strategies. She has a proven track record of fostering client relationships and delivering tailored financial solutions. With a focus on equities and mutual funds, she is dedicated to helping clients achieve their financial goals. Outside of her professional endeavors, Nancy is likely to have interests that align with sustainability and innovation in finance, reflecting a modern approach to investment.
Nancy`s contact details
****@chapindavis.com
Colleagues
Vice President Investments
Vice President of Investments
Chairman
Senior Vice President
Vice President of Investments
President
Vice President of Investments
Member Board of Directors
Member of Board of Directors
Senior Vice President