Experience

Nancy is a Managing Director and Financial Advisor with Aquitaine Wealth Management.  In her role, she leads a team of experienced professionals and works with in-house specialists to develop and execute comprehensive financial plans for wealthy individuals, multi-generational families, business owners, private foundations and family offices.  Her ultimate goal is to bring the extensive capabilities of UBS Private Wealth Management to her clients and help streamline the complexities that can accompany significant wealth.

Prior to joining UBS Private Wealth Management, Nancy spent 11 years as a Private Client Advisor with Bank of America Private Bank (formerly U.S. Trust) where she and her team helped clients develop and execute comprehensive financial plans that included investment management, banking and lending, trust and estate planning and tax strategies.

She spent four years as a financial advisor at Bernstein Global Wealth Management and has held roles in business development leadership at Standard & Poor’s and Thomson Financial services. 

She holds a B.A in Economics and serves on the board of the Leo T. McCarthy Center for Public Service and Common Good at University of San Francisco and the advisory board of the Palo Alto Medical Foundation.

California Insurance License OK82162

Amanda Woo is a Senior Vice President and Financial Advisor with Aquitaine Wealth Management at UBS in San Francisco, California.  In her role, Amanda organizes a strategy-based approach for our clients across investment management, wealth structuring, trust and estate planning services, philanthropy, credit and private banking. She serves as the primary point of contact for existing clients and coordinates with her team to bring customized strategies to current and new clients.

Prior to joining UBS, Amanda was a Private Client Manager at Bank of America Private Bank (formerly U.S. Trust) working with business owners, entrepreneurs, family foundations and multiple generations of families for more than twenty years. 

Amanda graduated from St Mary’s College in Moraga, California.  She and her husband live in the Bay Area with their two daughters. The family enjoys spending time together cooking, hiking and skiing in Lake Tahoe.

California Insurance License 0G66424

Michelle serves as a Senior Portfolio Manager, Institutional Consultant, and Senior Vice President - Wealth Management at UBS Financial Services Inc in San Francisco, California. Drawing on more than 20 years of experience in investment management, she takes advantage of UBS’s extensive resources to design personalized investment portfolios that align with each client’s unique objectives. Her primary responsibility is to oversee client portfolios—from establishing optimal asset allocations to choosing suitable investments. 

Michelle joined UBS after serving as Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank overseeing portfolios for families, nonprofits, and institutions.  During her time there, she earned the designation of Institutional Portfolio Manager and was ranked in the top one percentile of all Private Bank Portfolio Managers in 2020 garnering national recognition.

Michelle launched her wealth management career at Wells Fargo Private Bank, where over 14 years she progressed to the role of Vice President and Investment Strategist. Alongside her portfolio management responsibilities, she also served in a dual capacity as an equity analyst. In that role, she conducted equity research for the Bank’s proprietary large-cap equity strategies, focusing on stocks within the healthcare, utility, and consumer discretionary sectors.

Michelle obtained a Bachelor of Science in Business with an emphasis in Finance and Business Management from Montana State University - Bozeman. She is a board member for the Jawad Education Fund that supports St Joseph Notre Dame High School's educational programs, a Girl Scout leader with over twenty years of service, and is a board member for the San Leandro Swim Team. She lives in the East Bay with her family. 

California Insurance License 0E13565