Podcast
Managing Finances After Losing A Spouse
After losing a spouse, survivors are often faced with many tasks and financial decisions while in the throes of grief.
Nancy Johnshoy, CFA
Senior Vice President - Portfolio Manager & Market Strategist
- First Business Bank
- Brookfield, WI
- Appleton, WI
- Leawood, KS
About Nancy
Nancy Johnshoy, CFA, has over 35 years of experience helping clients maximize and protect their wealth. Nancy works with individual clients, corporations, and non-profit organizations to achieve their investment and planning objectives. She authors the First Business Bank Quarterly Market Review, an in-depth analysis of markets and investments, and regularly presents to audiences about economic insights. Nancy attended Michigan State University and was awarded the Chartered Financial Analyst designation in 1994.
Prior to joining First Business Bank's Private Wealth team, Nancy was a Trust & Investment Officer with a regional community bank for nine years and a Senior Investment Specialist at a large international wealth management firm for 11 years. She is actively engaged in the local community including board positions with the Appleton Education Foundation, Boys & Girls Club of Fox Valley, and MidWest Blood Centers.
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