Nancy Cheney

Nancy Cheney, CFA®
GenSpring Investment Manager Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Nancy Cheney is a GenSpring Investment Manager for Truist Wealth. As an Investment Manager, she works closely with clients, their families and advisors to develop and implement customized investment solutions across both public and private markets.

Prior to joining Truist, Nancy was an Investment Specialist at J.P. Morgan Private Bank. In this role, she was responsible for the construction and management of multi-asset portfolios for ultra-high net worth individuals, family offices, endowments and foundations. She started her career in fixed income derivatives at Wells Fargo’s Investment Bank, structuring and proposing tailored hedging strategies for institutional and corporate clients.
Nancy also holds the Chartered Financial Analyst (CFA) distinction.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B. S. degree Mathematical Economics
Wake Forest University 2010
M.B.A. - Economics & Finance
The University of Chicago Booth School of Business 2016

Personal Interests

Nancy earned her MBA with honors from the University of Chicago Booth School of Business and her BS in Mathematical Economics from Wake Forest University. She resides in the Buckhead neighborhood of Atlanta with her husband.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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