Nancy Smith

Director of Finance

Nancy Smith brings over 20-years of experience in finance, accounting, and private equity fund operations to the SageStreet team. She is responsible for management of financial and related support operations, reporting and compliance. Nancy is passionate about SageStreet’s vision — to improve how individual investors build wealth.

Prior to joining SageStreet, Nancy held financial leadership roles in a variety of industries including environmental consulting, engineering, manufacturing and energy supply. She also served as VP Finance for an energy-focused private equity fund — responsible for portfolio valuation, auditing, financial operations and general management and oversight. Nancy is a licensed CPA in the state of Texas. She holds a BBA in Accounting and an Executive MBA.