Partner, Client Service Officer
Nancy joined Conestoga Capital Advisors in October 2017 as a Client Service Officer and became a Partner of the firm in 2020. In this role, she supports the firm’s client service and business development efforts. Prior to joining Conestoga, Nancy was a Client Services Director, Marketing Compliance Officer and partner at Kalmar Investments for 19 years with responsibilities for client service and new business development while overseeing the preparation of requests for proposals, performance analytics, client reviews, and the firm’s marketing materials. From 1996-1998, Nancy served as a liaison between the Sales and Client Services Teams at Wilmington Trust. She began her career in 1992 with the mutual fund servicing arm of PNC Bank, where she worked for 4 years as a member of the sales and marketing support team. Nancy received her MBA degree in Finance from Widener University and a BS degree from West Chester University.