ESTATE PLANNING COUNCIL OF CAPE COD

Please join us at Alberto's Restaurant in Hyannis for lunch and a 2024 - 2025 market commentary and outlook by Nancy Taylor, CFA, CAIA® - Vice President, Senior Investment Officer with Cape Cod 5. 

Nancy joined Cape Cod 5 Trust and Asset Management as a Senior Investment Officer after a successful career in the fixed income asset management division of a leading national financial institution based in New Hampshire. She brings extensive experience in fixed income portfolio analysis, investment research and trading. Additionally, she is skilled at data analysis and the design of proprietary research tools.

After graduating from Rosemont College with a degree in Business Administration, Nancy pursued several designations to expand her financial expertise. She has earned the highly regarded Chartered Financial Analyst (CFA®) designation and is a member of the Chartered Financial Analyst Institute. She also holds the Chartered Alternative Investment Analyst (CAIA®) designation. Most recently, Nancy completed a Boston University capstone course in financial planning and passed the Certified Financial Planner exam, making her a candidate for the CFP® certification.

Nancy grew up on the New Jersey shore and vacationed annually in Dennis Port during her childhood. After college, she began her career in financial services in Boston, then moved to New Hampshire where she worked and raised her children. Nancy and her husband moved to Harwich full-time and now reside in her family’s home of 30 years. 

We are looking forward to this event and hope to see you there!