Nancy Swanson, principal

Nancy Swanson

Nancy is a principal at Innovest. She is a member of Innovest’s Client Service Team, responsible for managing client transitions, interfacing with custodians, and providing ongoing client service and support.  Her other responsibilities include performance measurement and special projects.

Nancy Swanson graduated from the University of Michigan with a Bachelor of Business Administration. She has worked in both the retail and banking industries with experience in both branch banking and corporate human resources. She has more than 20 years of volunteer experience in schools, community organizations, and sports, serving as PTA president, treasurer, computer operator, and events coordinator for numerous activities. Nancy is married and has two children.

nswanson@innovestinc.com