Nancy Koplow

Nancy Koplow Headshot

Nancy joined us in 2018, bringing with her twenty-five years of experience managing financial information technology and advisor automation systems in the D.C. area. As operations manager, she ensures that account processing is accurate and efficient. She also applies her expertise in planning and implementing transitions as new financial systems become proven as beneficial. Prior to joining the firm, she was with Brothman Rothschild and Capital Fiduciary Advisors. She served as vice president of operations and information technology at Montgomery Brothers for over 20 years. She was also a founding officer of a noted and pioneering nonprofit in educational and service computing in her home state of Minnesota early in her career.

Mrs. Koplow earned an associate’s degree in computer science / mathematics from Montgomery College and is a member of Phi Theta Kappa national honors society. She enjoys creating stained glass art and continued studies in advanced mathematics.