Release date: October 17, 2023
Hyannis, MA – Nancy Taylor recently joined Cape Cod 5’s Trust and Asset Management Team as a Senior Investment Officer, bringing with her extensive experience in fixed income portfolio analysis, investment research and trading.
“It is a pleasure to welcome Nancy to our Trust and Asset Management Team,” said Matt Burke, Chairman and CEO of Cape Cod 5. “Nancy’s many years of experience as a thoughtful, skilled and knowledgeable data analyst and financial advisor make her a strong asset to our team and to our customers as they navigate their individual financial journeys.”
Prior to joining Cape Cod 5, Nancy gathered over thirty years of experience in the financial services industry, most recently serving in the fixed income asset management division of a national financial institution.
She earned her Bachelor of Science degree in Business Administration from Rosemont College and has achieved several designations throughout her career, including the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Series 7 and Series 66 designations. She also completed a Boston University Capstone course in financial planning and passed the Certified Financial Planner exam.