Nancy Reid, CTFA

Nancy Reid designs strategies for families to align their investments with what matters most to them by shaping investment policy, trust strategy, and advisor search for impact. Her advisory career began on Wall Street and has since evolved to focus on the intersection of investing and human flourishing, with leadership roles at EnVest, Canopy, and Seattle Impact Investing Group (SIIG).  She is of counsel at Phīla Engaged Giving, where she develops strategies for individuals and families to amplify their philanthropic values through their invested wealth.  From 2013-2020, she launched and chaired the Seattle chapter of TIGER 21, a peer learning network focused on investing, legacy, and family dynamics. She holds a BA from Yale University, an MBA from the Tuck School of Business at Dartmouth, and a CTFA (Certified Trust and Fiduciary Advisor) designation from the American Bankers Association.

At CSP North America, Nancy plays a key role in training program design and facilitation.