Nancy Bertrand, Past-President, TORONTO CFA SOCIETY, Director, CITI PRIVATE BANK

Nancy Hoi Bertrand

Past-President, TORONTO CFA SOCIETY, Director
CITI PRIVATE BANK


Nancy joined Citi Private Bank in 2006 and has over 15 years of capital markets experience. She advises ultra high net-worth families and smaller institutions on wealth preservation and creation, with a particular focus on alternative and international investments. Previously Nancy practiced U.S. securities law at Shearman & Sterling LLP for eight years specializing in cross-border corporate finance and mergers and acquisitions. Nancy is the immediate Past President of the Toronto CFA Society and is the Chair of the Governance and Nominations Committee. She is a member of the CFA Institute's Capital Markets Policy Committee and a member of CFA Institute's Global Corporate Governance Task Force. She received her Chartered Financial Analyst designation in 2002. Nancy also sits on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle. Nancy graduated with an Honours in Business Administration (Dean's List) from the Richard Ivey School of Business of the University of Western Ontario and a Bachelor of Laws (great distinction) from McGill University. She has been called to the Bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario.