Scott Nance

Scott Nance

Managing Director, Business Development

Scott is responsible for client-related and revenue-generating activities at CapShift. Based in San Francisco, he was previously the Head of Business Development at ImpactAssets, a leading donor advised fund provider focused on impact investing. Over his 25+ year career, Scott has also led and managed sales and distribution efforts for a number of financial services and asset management organizations, including Robeco, Bank of America, Welton Investment Partners, and John W. Henry & Co. He holds a BS with High Distinction in Entrepreneurship and Finance from The University of Arizona, and an MBA with Honors from the Thunderbird School of Global Management. Scott is an Adjunct Lecturer in Finance for the Eller Online MBA program at The University of Arizona and a volunteer with the San Francisco Police Department’s ALERT program.

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Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLC's charges and expenses. CapShift Advisors LLC's advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV, available at https://adviserinfo.sec.gov/.

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