Full Name
Nancy Hoi Bertrand
Job Title
Managing Director
Company
Citi Private
Speaker Bio
Nancy joined Citi Private Bank in 2006 and has over 20 years of capital markets experience. She advises ultra high net-worth families, foundations and single family offices on wealth preservation and creation, with a particular focus on alternative and international investments. Previously, Nancy practiced U.S. securities law at the global law firm, Shearman & Sterling LLP for eight years specializing in cross-border corporate finance and mergers and acquisitions. Nancy is a Past President of the Toronto CFA Society and the former Chair of the Governance and Nominations Committee. She was 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 sat 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.
Nancy Hoi Bertrand