Cydney P. Nash, CFP®, CIMA
GESTOR DE PATRIMONIO
With nearly a decade of industry experience with another RIA firm in the Woodlands, Cydney has made notable contributions, including a key role on the Investment Committee where she expertly managed dynamic portfolios and asset allocations. Her career began in the Oil and Gas sector as a cost controller for a multinational corporation, during which she earned a Bachelors Honors Degree in Accounting and Finance, graduating with First Class Honors from the University of Bradford. Her academic excellence was further recognized with an Outstanding Academic Achievement Award from her European College.
Cydney's global perspective is enriched by her international experience with a Big 4 Accounting Firm, providing her with invaluable insights into the financial challenges and opportunities that clients face. She completed her financial planning education at the University of Texas at Austin and has passed Level 1 of the Chartered Financial Analyst® (CFA®) exam. Additionally, her post-graduate education includes completing the CIMA® education program at Yale School of Management and she is registered as a state Investment Advisor Representative with a Series 65 license.
Cydney P. Nash, CFP®, CIMA
GESTOR DE PATRIMONIO
With nearly a decade of industry experience with another RIA firm in the Woodlands, Cydney has made notable contributions, including a key role on the Investment Committee where she expertly managed dynamic portfolios and asset allocations. Her career began in the Oil and Gas sector as a cost controller for a multinational corporation, during which she earned a Bachelors Honors Degree in Accounting and Finance, graduating with First Class Honors from the University of Bradford. Her academic excellence was further recognized with an Outstanding Academic Achievement Award from her European College.
Cydney's global perspective is enriched by her international experience with a Big 4 Accounting Firm, providing her with invaluable insights into the financial challenges and opportunities that clients face. She completed her financial planning education at the University of Texas at Austin and has passed Level 1 of the Chartered Financial Analyst® (CFA®) exam. Additionally, her post-graduate education includes completing the CIMA® education program at Yale School of Management and she is registered as a state Investment Advisor Representative with a Series 65 license.
UN VISTAZO MÁS DE CERCA A
Cydney P. Nash
Outside of the office, Cydney and her husband Corey embrace the outdoors, exploring state parks and enjoying RV adventures. They savor the simple pleasures of life alongside their two beloved fur babies, Cash and Cooper.
UN VISTAZO MÁS DE CERCA A
Cydney P. Nash
Fuera de la oficina, Cydney y su marido Corey disfrutan del aire libre, explorando parques estatales y viviendo aventuras en autocaravana. Saborean los placeres sencillos de la vida junto a sus dos queridos bebés peludos, Cash y Cooper.
Nuestro activo más valioso como empresa son los clientes a los que servimos.
Ponte en contacto con nosotros utilizando el correo electrónico o el número de teléfono que aparecen a continuación para iniciar una conversación. ¿Quieres quedar pronto? Utiliza el calendario de programación para reservar un hueco con nuestro equipo. Llamaremos para confirmar la reunión y obtener la información pertinente para que podamos sentar a la mesa a los expertos adecuados.
(832) 789-1100
Nuestro activo más valioso como empresa son los clientes a los que servimos.
Ponte en contacto con nosotros utilizando el correo electrónico o el número de teléfono que aparecen a continuación para iniciar una conversación. ¿Quieres quedar pronto? Utiliza el calendario de programación para reservar un hueco con nuestro equipo. Llamaremos para confirmar la reunión y obtener la información pertinente para que podamos sentar a la mesa a los expertos adecuados.
