Managing Director–Wealth Management
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.
Senior Vice President–Wealth Management
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.
Senior Vice President–Wealth Management
Senior Portfolio Manager
Michelle Harvey is a Senior Vice President and Senior Portfolio Manager at UBS Private Wealth Management in San Francisco, California. In this role, she creates goals based tailored portfolios focusing on each client’s specific investment needs. Once a portfolio is implemented, her key focus is on due diligence, research and performance. Michelle meets regularly with clients to refresh and update their goals, assess portfolio allocation and make any needed adjustment to the original investment strategy. When volatility occurs, she is proactive in reaching out to her clients to discuss the market events.
Prior to joining UBS, Michelle served as Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank. She managed portfolios for families, non-profits and institutions. She earned the designation of Institutional Portfolio Manager and was ranked in the top percentile of all Portfolio Managers across the Private Bank in 2020 earning her the Top-Performer award.
Michelle began her wealth management career with Wells Fargo Private Bank. During her thirteen years at the bank, she was mentored by Senior Investment Strategists and advanced to a Vice President/ Investment Strategist role. In addition to this role, she spent seven years as an Equity Analyst providing research for the proprietary large cap equity strategies covering healthcare, utility and consumer discretionary stocks.
Michelle obtained a Bachelor of Science in Business with an emphasis in Finance and Business Management from Montana State University - Bozeman.
Michelle is a native of California and lives in the East Bay with her husband and three children ranging in ages from elementary to high school. She is an active volunteer in her community participating as a member of the St. Joseph Notre Dame Alumni Council and Core Team, a Girl Scout leader with over fifteen years of service and at Assumption School where she annually runs a festival booth to support the school.