Nyda M. Bannerman

joined us in June 2007 as Associate Director. She has over 25 years of successful experience in accounting, customer service and operations management. Nyda manages all aspects of administrative details for clients, daily office administrative functions, client and center of influence event planning, maintaining data integrity for client performance reporting, and managing our relationship with custodians and transfer agents.

In December 2008, Nyda successfully completed the educational requirements of the Investment Adviser Compliance Certificate Program through the National Regulatory Services Program.