Nancy MarchandNancy MarchandWealth Advisor
About Nancy
Nancy Marchand is a Wealth Advisor at J.P. Morgan Wealth Management.
As an Advisor on the Fagan, Boshart & Trumbull Wealth Management Team, Nancy partners with entrepreneurs, executives, multi-generational families, endowments and foundations, offering steady leadership and helping them achieve their financial objectives. In addition to providing thoughtful allocation advice across global capital markets, clients also look to Nancy for her ability to listen, understand, and execute on intentions that extend beyond the quantitative aspects of stewarding wealth.
Prior to joining J.P. Morgan, Nancy spent five years as a Private Wealth Advisor at Goldman Sachs, where she addressed the investment and legacy-planning needs of ultra-high-net-worth clients. She began her career with Goodwin Procter in Boston in private equity and private investment funds.
Nancy earned her MBA in Finance, magna cum laude, from the Babson F.W. Olin Graduate School of Business and her B.A. in Psychology from Vanderbilt University. She is a graduate of the Middlesex School in Concord, Massachusetts.
Nancy and her husband Nate live in Milton with their young daughter. They enjoy spending time together in New Hampshire at Newfound Lake or Ragged Mountain and regularly visit Nancy's family farm in Illinois, where her family cultivates corn and soybeans and raises Black Angus cattle.
Insights
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June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now