NANCY CARSS
Portfolio Manager · Quantitative Analyst · Financial Services Advisor

Nancy Carss brings a rare combination of technical depth and financial markets expertise to Wanilah Advisors. A former Portfolio Manager and Chemical Engineer, Nancy holds an MBA and a retired CFA designation.
Her background spans quantitative analysis, investment management, and financial services operations — giving Wanilah a disciplined, data-driven perspective that complements Neal’s executive and transformation experience.
Nancy contributes to client engagements where analytical rigor, financial modeling, and structured problem-solving are critical to delivering results.

WHAT NANCY BRINGS

▸ Quantitative and analytical depth from engineering and portfolio management
▸ Investment management and capital markets experience
▸ Financial modeling and performance measurement expertise
▸ CFA-level analytical rigor applied to strategic and operational problems

DESIGNATIONS

▸ MBA
▸ M.A.Sc. Chemical Engineering
▸ CFA — Chartered Financial Analyst (Retired)