Judy Mcnary's Location
Boulder, CO, US
Judy Mcnary's Work
- Member, Advisory Council @ Vert Asset Management
- Member, ESG Advisory Council @ Avantis Investors
- Adjunct Faculty @ University of Colorado Boulder
- Director of Corporate Responsibility @ Mercer Advisors
- Sr Client Advisor, Special Projects @ Mercer Advisors
- Founding Partner @ Confluence Financial Advisors LLC
- PADI Open Water Scuba Instructor @ A1 Scuba & Travel
- Founder @ McNary Financial Planning
- Financial Coach @ The Invested Life at MSN.com
- Chief Executive Officer, Founder @ Definitive Software, Inc
Judy Mcnary's Education
- University of Colorado Boulder - Leeds School of Business
MBA (Finance)
- University of Colorado Boulder
BA (Economics, Geography, Computer Science)
- College for Financial Planning
MS (Personal Financial Planning)
- University of Colorado Boulder - Leeds School of Business
Certificate for Inclusive Leadership
2021
Judy Mcnary's Skills
- Financial Planners
- Stocks
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Investments
- Retirement
- Investment Advisory
- Financial Advisory
Judy Mcnary's Summary
Judy McNary, based in Boulder, CO, US, is currently a Member, Advisory Council at Vert Asset Management, bringing experience from previous roles at Avantis Investors, University of Colorado Boulder - Leeds School of Business and Mercer Advisors. Judy McNary holds a MBA in Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Financial Planners, Stocks, Retirement Planning, Strategic Financial Planning, Estate Planning and more, Judy McNary contributes valuable insights to the industry. Judy McNary has 5 emails and 1 mobile phone number on RocketReach.
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