Nancy Elizabeth Mccolgan

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 11/2020
  Pnc Bank N.A.
  Baltimore, MD
• 11/2020 → 09/2021
  Sabbatical
  Cockeysville, MD
• 09/2021 → 10/2022
  C12 Business Forums
  San Antonio, TX
• 12/2022 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD

Previous Registrations

• 2011-03-29 → 2014-01-30
  Wms Partners, Llc
  Towson, MD
• 2007-09-20 → 2008-09-26
  1919 Investment Counsel, Llc
  Baltimore, MD
• 2007-01-11 → 2007-06-25
  Legg Mason Investment Counsel
  Baltimore, MD

Designations

• Certified Financial Planner

Other Names

• Nancy Elizabeth Majchrzak