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™.
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