Nancy Reid

The Phīla Team

Impact Investing Strategist

Nancy Reid is a trusted collaborator whose expertise in values-aligned investing complements our philanthropic advisory work. With a background that spans Wall Street, impact investing leadership, and fiduciary consulting, Nancy brings over 15 years of experience guiding families toward coherence between their financial and philanthropic goals. We partner with Nancy when clients wish to explore aligning their investment portfolios with their values, and she engages our team when her clients seek strategic guidance on charitable giving. This reciprocal relationship allows us to offer integrated, mission-aligned support to individuals and families navigating both sides of the wealth and impact equation.

Bio

Nancy Reid designs strategies for investors to align their investments with what matters most to them by shaping investment policy, trust strategy, and advisor search for impact. Her work is designed to clarify the short- and long-term effects of the many choices investors navigate, allowing them to better fulfill their visions for their families, communities, and the future.

She has worked in and around the capital markets since 2007—at Lehman Brothers, Barclays Wealth Americas, and TIGER 21. Since 2014, she has held leadership roles in the impact investing space, with the Seattle Impact Investing Group (Director), EnVest (Co-founder), Toniic (Seattle Director), and Canopy (Co-lead). She is a Senior Advisor at the Center for Sustainable Finance in North America.

Nancy holds a BA from Yale University, an MBA from the Tuck School of Business at Dartmouth, and a CTFA (Certified Trust and Fiduciary Advisor) designation from the American Bankers Association. In 2023, she completed a 40-hour mediation training with the Northwest Mediation Center. She has served on two private foundation boards, four nonprofit boards, and the Advisory Committee on Investor Responsibility for the Dartmouth College endowment.