Nancy Moriarty
Tax Partner
“I love helping our clients navigate through the obstacles and opportunities while they develop cutting edge ideas, and the progression of building wealth for themselves, maximizing it for their families and sharing it with their communities.”
Nancy Moriarty plays a pivotal leadership role within the firm, serving as the Division Head of Private Client Services and serving on the Board of Partners. In her capacity as Division Head, she oversees strategic direction and operational excellence across our Private Client Service offerings. Beyond her leadership responsibilities, Nancy continues to use her over 30 years of experience to advise high net worth individuals and closely held businesses. Her expertise includes stock option planning, charitable gift planning, and advising clients on tax-efficient methods for diversifying concentrated equity positions.
- B.S. Santa Clara University
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Former member and past president of St. Gregory School Board