Nancy Walthall

Nancy Walthall2019-05-24T15:22:40-04:00

Nancy Walthall

Director of Trading

Nancy oversees the trading of all equity and fixed income securities for institutional and private wealth client portfolios.

Nancy began her career in 1987 and joined the firm in 1992. Previously, she worked at Keystone Investment Management. She earned a BA from Hartwick College.