Ms. Nanci D. Morris, CFA
New Retirement Consultants, LLC
Nanci D. Morris has over 20 years of experience in the investment industry. She has worked as a Research/Security Analyst, a portfolio manager for domestic equity, fixed income and balanced accounts, managed taxable and tax exempt money and has been Director of Marketing and Institutional Client Service. Ms. Morris spent 13 years with David J. Greene & Co., LLC in New York City and also spent several years managing portfolios at J & W Seligman & Co., Inc. At Callan Associates, where she was Senior Vice President and institutional investment consultant, she worked with public funds, corporate employee benefit funds, endowments, foundations, health systems, and unions. In 2005 Ms. Morris assumed the position of Director -Public Markets for the Princeton Theological Seminary.
She is currently the Managing Director for New England Retirement Consultants LLC, an institutional investment consulting firm offering independent advice to retirement plans and the endowment and foundation marketplace.
Ms. Morris is actively involved in the industry and is a member of the Board of Directors for the New York Society of Security Analysts. She received her B.A. degree with high honors in Business Administration from Lycoming College and is a Charted Financial Analyst.