Nancy Espinal - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

Nancy Espinal

Director of Systems & Operations

Nancy Espinal joined Bedell Frazier Investment Counselling in 2019 as the Director of Systems and Operations. She has over 12 years of experience working in the Financial Services industry and her previous roles include Operations Management, Investment Management and Fund Accounting.

Nancy has been educated in the US, Mexico and Canada. Nancy holds a Bachelor’s degree in Accounting and Finance from Tecnológico de Monterrey and a Master’s degree in Investment Management from Boston University. Also, during her studies, she completed an international exchange program with coursework in Accounting and Finance with the University of Ottawa.

Nancy enjoys meeting and working with people from different backgrounds. She enjoys traveling and spending quality time with her family. Additionally, Nancy is fluent in Spanish.

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