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Nancy Boo

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Nancy Boo

Vice President; Investment Adviser Representative | Chapin Davis, Inc.

Washington, District of Columbia, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Nancy Boo

Work Experience

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Vice President; Investment Adviser Representative at

Chapin Davis, Inc.

November 2019 - Present

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Sales Lead at

Loft, The

February 2012 - November 2019

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Financial Advisor at

Chapin Davis

October 1997 - January 2013

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Sales Associate at

Alex Brown & Sons, L.L.C.

January 1987 - September 1997

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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

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****@chapindavis.com

Colleagues

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Steve Kurzweil

Vice President Investments

Richard Coale

Vice President of Investments

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Thomas Jester Ii

Senior Vice President

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Thomas Thibeault

Vice President of Investments

Michael Mccarthy

Vice President of Investments

Elisabeth Albert Hayes

Member Board of Directors

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Cfp Keith Murray

Member of Board of Directors

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Craig Diamond

Senior Vice President

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