Nancy Aber, MBA, CFA®, the owner and founder of the firm, has been an investment manager since 2001.
A Chartered Financial Analyst® (CFA®) charter holder and member of American MENSA®, Ltd., Nancy is highly analytical in nature. She uses her analytical abilities to research and building the best portfolio considering the client’s individual needs and profile. At the same time, she utilizes principles of behavioral finance in collaborating with clients to achieve their financial goals. A native Oklahoman, Nancy understands the importance of personal connection in the advisor/client relationship.
She holds an MBA from Rice University and a BS in Civil Engineering from the University of Texas, Austin.
In her spare time, she enjoys spending time with her family, all types of exercise and cooking.
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