Nanci Morris

Co-Founder & Managing Director, Kidderbrook Group

Nanci Morris, has broad and deep industry experience as an investment manager, endowment fund manager, institutional consultant, and endowment trustee. 

Prior to co-founding Kidderbrook Group and joining New England Retirement Consultants, Nanci was Director of Public Markets for Princeton Theological Seminary, part of a two-person team with direct responsibility for oversight of the Seminary’s $1 billion Endowment Fund and Retirement Funds. Her primary responsibilities included manager oversight, performance monitoring and due diligence for existing managers, as well as sourcing new managers and emerging products. Previously, Nanci was a Senior Vice President with Callan Associates where she was responsible for advising Endowments, Foundations, and Retirement Plan clients on investment policy, asset allocation, and manager selection. Prior to Callan, Nanci spent 14 years as a Partner, Portfolio Manager, and Director of Client Service at David J Greene & Co. LLC, a boutique asset management firm in NYC with over $2 billion in equity assets under management for institutional and high net worth clients. 

Currently, Nanci is a member of the Investment Committee for Children’s Specialized Hospital Foundation (St. Barnabas/Robert Wood Johnson Health System). She is also a member of the 
Investment Advisory Committee to the Board of Directors of Christian Brothers Investment Services (CBIS), a $6.5 billion faith-based mutual fund manager for Catholic organizations. Nanci is a member of the Board of Trustees of Lycoming College, where she also serves as Vice chair of the Investment and Audit Committees. Nanci holds a BA with high honors from Lycoming College and is a Chartered Financial Analyst (CFA).

Sessions
The Value Proposition for Outsourcing: Is Bigger Better?

Tuesday, February 14
2:00pm - 2:10pm


The Value Proposition for Outsourcing: Is Bigger Better?

Tuesday, February 14
3:00pm - 3:50pm


Panel Discussion: The Evolving Trends in Outsourcing

Tuesday, February 14
9:40am - 10:30am