Nancy is a Founding Partner and Principal of CAP STRAT, an independent, fiduciary investment advisory firm established in 2003. She is also a Founder of the CAP STRAT Women’s Forum, a community launched in 2015 to support women's personal, professional, and financial success. Today, the community reaches thousands of professional women.
Her leadership serves as a catalyst for engaging and empowering women to make the most of their lives by prioritizing their well-being, including their financial well-being. Nancy inspires women to own their power, achieve financial freedom, and build impactful and lasting legacies. Her purpose is rooted in serving others, especially women, and leading them to impart their influence, maintain their seat at the table, and take decisive action toward financial independence.
Early in her career, she experienced the disappointment of being turned down by not one but two women when she sought mentorship. That moment fuels her passion for championing women, ensuring they have the support and guidance they need to succeed. She has mentored women locally and nationally for years, helping them show up for themselves, navigate challenges, seize opportunities, and step forward confidently to own and enjoy their full potential.
Nancy is an active member of many philanthropic organizations in the community and is committed to helping create transformational and lasting change in the lives of others.
Education
Event Cancellation Policy: A notice of cancellation must be received by e-mail within 48 hours (2 business days) prior to the event. NO verbal cancellations will be accepted. Cancellations under 48 hours prior to the event, will NOT receive event credit in order to solidify attendance numbers with the event venue. All cancellation notices received BEFORE 48 hours (2 business days) prior to the event will be given an event credit of equal value. Event credits will be applied upon request and are good for up to 1 year from the purchase date. There are NO REFUNDS.
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NOTE: Premier Events (ArtiGras Tickets / Loggerhead Triathlon Registrations) and Special Events (The Leadership Awards Dinner / Holiday Mixer / Baseball After Hours / Valor & Community Service Awards) do not qualify for an event credit upon cancellation. Contributions or gifts to the Palm Beach North Chamber of Commerce are not deductible as charitable contributions for federal income tax purposes. |