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Nancy Schartz

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Nancy Schartz

Office Assistant

Nancy is the friendly face that greets you at Valenta Capital Management. She’s committed to providing exceptional service and ensuring every client feels welcomed and valued. Nancy manages calendars, assists with client needs, and handles client policies with efficiency and care.

Nancy has been married to her husband, Craig, for 42 years and has two daughters, Emily and Sara. She enjoys spending her free time outdoors, tending to her gardens, hiking in the Rocky Mountains, exploring beaches, and cherishing moments with her grandchildren, Grayson and Colton.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.