Nancy Reid headshot

Nancy Reid

Impact Investing Strategist, Phila Engaged Giving

Nancy Reid designs strategies for families to align their investments with what matters most to them. Since 2007, she has advised investors who seek coherence in their resource allocation decisions.

Her advisory career began on Wall Street and has since expanded to include a specialization in values-aligned investing, with leadership roles at Canopy, EnVest, and Seattle Impact Investing Group (SIIG). She is of counsel at Phīla Engaged Giving, where she develops strategies for individuals and families to align their invested wealth with their charitable values. Most recently she launched and chaired the Seattle chapter of TIGER 21, a peer membership and learning network focused on investing, legacy, and family dynamics. Her consulting work focuses on investment policy development and trust strategy. She is a Fellow at the University of Zurich’s Center for Sustainable Finance and Private Wealth in Zurich, Switzerland.

Her past nonprofit service includes board roles at the MCO Foundation, the Blade Foundation, Family House, and Global Potential; and she served as a presidential appointee on Dartmouth College’s Advisory Committee on Investor Responsibility.  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.

Nancy’s professional expertise is complemented by empathy and insight drawn from her family’s history in entrepreneurship and philanthropy, including a multi-generational business; parenting two small but powerful children; and study of cultures through anthropology, mythology, and extensive travel.


Effective Family Philanthropy in Action

It’s Time To Retire The Term “High Net Worth”

Posted on August 3, 2023 by Stephanie Ellis-Smith, Nancy Reid

Person opening a door
Phila Engaged Giving’s Stephanie Ellis-Smith and Nancy Reid outline the benefits of changing “worth” to “wealth” in the term “high net worth.” This piece was originally published by Phila Engaged Giving and is re-published here with permission. Here’s something radical for you to consider: let’s retire the phrase “high net worth” (HNW), and the even more obnoxious, “ultra high net worth”… Read More