Nancy Marshall is the Head of Family Office Services and a Managing Consultant at Prime Quadrant.

Growing up in a family enterprise, coupled with close to 30 years in the financial services industry, Nancy understands operational and familial harmony, risk and conflict. Before joining Prime Quadrant, Nancy worked with ultra-affluent families at BMO Private Wealth assisting families in navigating all available options across the bank and helping them plan and navigate the M&A process. Before working on the wealth side, she worked in capital markets and corporate finance both in New York and Toronto for JPMorgan Chase covering some of the largest energy companies in North and South America.

Nancy holds an MBA in Accounting from Saint Mary’s University and a BComm in Marketing and Management from Mount Allison University. She also holds the Family Enterprise Advisor (FEA) designation. Aside from being busy with her husband and three ‘almost-grown’ children, Nancy is a competitive equestrian and an avid tennis player.