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Nancy Johnson comes to Borel Private Bank & Trust Company with over 20 years of trust and investment experience. She is a Chartered Financial Analyst (CFA) and a Certified Trust and Financial Advisor (CTFA) and holds a Bachelor Degree in Finance and an MBA from Santa Clara University. As the head of Investment Management & Trust, Ms. Johnson oversees the department’s services to our clients, including implementation of investment plans and administration of trust accounts. She enjoys meeting with current and prospective clients.
Ms. Johnson is a past president of both Peninsula and Santa Clara County Estate Planning Councils, and sits on several charitable boards.
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