Nancy E. McColgan, CFP®

Senior Vice President and Managing Director, Baltimore and Washington, DC

Nancy E. McColgan is the Senior Vice President and Managing Director of the Baltimore and Washington, DC markets of Hawthorn, PNC Family Wealth, a business dedicated to serving the needs of individuals and families with investable assets in excess of $20 million. As Managing Director for the Greater Maryland and Washington DC markets, Nancy is responsible for the growth and operations of the business, and ensuring the quality and consistency of the clients’ service experience.

Prior to joining Hawthorn, Nancy was a Senior Client Advisor for high net worth and ultra high net worth clients and also served on the Executive, Management and Client Service Committees for WMS Partners. Ms. McColgan has over 15 years of experience in asset and wealth management, and over 25 years in financial services. In addition to running her own financial planning firm, Nancy was a Managing Director and Chief Operating Officer for several Legg Mason Inc. affiliates, most recently Legg Mason Investment Counsel and Trust, N.A., where she served on the Executive, Operating, Investment and Trust Administration committees. Prior to that she was a Vice President with Alex Brown and Sons, Inc. (now Deutsche Bank) in the Correspondent Clearing and Capital Markets divisions. Ms. McColgan has extensive leadership and organizational expertise across a wide variety of financial service delivery models, and has overseen numerous acquisitions, restructurings and reorganizations in the wealth and asset management space.

Ms. McColgan is a member of the Board of the Walters Art Museum and a Trustee Associate for Notre Dame of Maryland University where she serves on the Investment Committee. She is active in a wide variety of church and community activities.

Nancy earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning and graduated cum laude with a Bachelor of Arts degree from Notre Dame of Maryland University. She received a certificate in Advanced Leadership and Management from Loyola University (Maryland), and is also a Certified Financial Planner™.

Other Leaders

Nicole M. Perkins, J.D.
Nicole M. Perkins, J.D.

Executive Vice President and Managing Executive

Richard S. Aronson, J.D., CFP®
Richard S. Aronson, J.D., CFP®

Senior Vice President and Managing Director, Fiduciary Services

Dick K. Barton
Dick K. Barton

Executive Vice President and Managing Director, Pittsburgh

Patrick Dolle
Patrick Dolle

Senior Vice President and Managing Director, Cincinnati and Florida

Jennifer Dempsey Fox, J.D., CFP®
Jennifer Dempsey Fox, J.D., CFP®

Executive Vice President, National Managing Director of Wealth Strategy

Adrian L. Harris
Adrian L. Harris

Senior Vice President and Managing Director, Relationship Strategy

Richard J. Henry, CPA, CFP®
Richard J. Henry, CPA, CFP®

Senior Vice President and Managing Director, Philadelphia and Wilmington

Mathew A. Kraut
Mathew A. Kraut

Senior Vice President and Managing Director, Investments

David Legeay, CFA®
David Legeay, CFA®

Senior Vice President and Managing Director, Cleveland

Jeffrey D. Mills
Jeffrey D. Mills

Senior Vice President and Managing Director, Investment Strategy

John Ravalli
John Ravalli

Senior Vice President and Managing Director, Portfolio Strategy

Susan Salisbury
Susan Salisbury

Senior Vice President and Managing Director, Michigan

©2015 Hawthorn, PNC Family Wealth®. All rights reserved