Home: Hobe Sound, FL. Age: Is a mindset. I’m aging gracefully and gratefully. Birthplace: Queens, NY. Profession: Institutional investment and private wealth advisory. Organization: CAP STRAT. Title: Founding Partner and Principal; Founder, CAP STRAT Women’s Forum. Alma mater: Fairfield University (M.A.) and Quinnipiac University (B.A.).
Current project: Exploring a seat on a non-profit board serving women and girls and planning a trip to Europe in the Fall. Recent recognition: A note of gratitude from a mentee who took a leap of faith to join a startup. She was uncertain of some things while interviewing and asked herself, “What would Nancy tell me”? Seeing women bring their bold and confident selves is very inspiring. Latest accomplishment: Launched a new virtual program to help women invest in themselves and their financial futures in order to live fulfilling, purpose-filled, post-professional lives. Latest contribution to others: Supported Dress for Success Palm Beaches. DFS empowers women to achieve economic independence and provides support and resources that go well beyond suiting for an interview. What’s been your big (or biggest leap)? Launching our investment advisory business. Hobbies: Spending time with my twelve amazing nieces and nephews; epic evenings with friends; cooking for others; craft cocktails; most any outdoor activity; dancing; visiting botanical gardens. Last book read: Atlas of the Heart, by Brené Brown.
Personality profile: Fierce, faith-filled, resilient, authentic, intentional, kind, grateful. Moral compass: Peace and kindness. How do you define a perfect friendship? I don’t believe that any friendship is perfect. But certainly, trust, truth and loving kindness must be at the core for any friendship to endure. What is your greatest joy? My family; morning solitude outside on my lanai; my pup, Chauncey Sinclair. What is your guilty pleasure? Läderach Swiss chocolate and singing at the top of my lungs to Adele or Pink and believing I sound just like them. What occupation, other than your own, do you most admire? Teachers, because they have such an impact on our children, who are the future. What is at the top of your bucket list? Portofino. Dining al fresco and enjoying an intimate outdoor concert, preferably Hauser. Portofino and Hauser at the same time might be a stretch, but I always dream. How do you relieve stress? Hot yoga and walking my dog.
What was your first paying job? Scooping ice cream at Good Olde Time Ice Cream Parlor in Roslyn, New York. What book have you repeatedly read? The Power of Positive Thinking, by Dr. Norman Vincent Peale. What’s prominently featured on your home or office wall? My 2022 vision board and others from years prior. Besides your parents, who has had the greatest influence on your life? God. My faith is my anchor. What’s the best advice you received growing up? Never give up. What is your favorite app? Insight Timer. Meditation is essential to maintaining my mindset and keeping me present. What personal circumstance has had the greatest influence on your life? Growing up with four brothers. As the only girl, I learned at an early age that I was powerful and strong, to own my voice and why it was critical to get to the dinner table first.
What is your big idea?
Creating safe and accepting spaces where women can share their strengths and weaknesses, have courageous conversations with one another and ask for and find support while leaving all shame, judgement, fear, regret and embarrassment at the door. We need to come as we are.
What change are you working on to effect in your profession or field? Leading women to invest in themselves and their financial futures, whether single or in a relationship, and not to relinquish their power around their money to anyone. What change would you like to see in the world? Peace. Through greater kindness and acceptance, less judgement and equality for all. What message do you want to send out into the world? Serve others. First, because it fills your life with purpose; second, because everyone has something that humanity needs. What mega-trend most excites you? Women taking the lead in their households when it comes to investing and planning for their financial futures. Action breads confidence.
What title would you choose for the movie about your life? Live Love Laugh: A Joyful, Precious and Amazing Life. What actor would you choose to play you in the movie about your life? Julia Roberts. Who would you like to spend an evening with, in heaven? My Mother. I am who I am because of her grace, spirit and unconditional love. As a kid, what did you first want to be when you grew up? An Olympic gymnast competing in floor and vault. How would you choose to spend tomorrow, if you knew it was your last day on earth? With family and dear friends around a big table outside, on the water, barefoot in the sunshine, playing Name That Tune and dancing. What advice would you give your younger self? Be You. What others think of you is none of your business; what you think of yourself is wholly your business.
Personal mission: To serve and inspire others to create and live a successful, abundant and meaningful life. Personal motto: Focus on what you can control. Favorite quote: Active faith steps out on its beliefs and risks failure because it assumes you will succeed. Desired epitaph: Blessed and grateful.
