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Catherine (Bobbie) Nacianceno

Senior Client Services Coordinator
Catherine (Bobbie) Nacianceno headshot

Catherine (Bobbie) Nacianceno

Senior Client Services Coordinator

Bobbie is a senior client services coordinator who has been with PSG since 2013. She
works with clients and focuses on client service. Her role has evolved to include all aspects of client administration as well as training of new employees.

Bobbie has more than 25 years of experience providing organizational and administrative support to clients and organizations. Prior to joining PSG, she worked in the medical services industry. She obtained her associate degree in computer applications management from the Westchester Business Institute.

Bobbie was born and raised in the Philippines and has held on to her strong family values. She lives in Westchester and has one child. In her free time, Bobbie enjoys cooking, going to the gym, and can “outsing” anyone at karaoke!

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Bobbie is a senior client services coordinator who has been with PSG since 2013. She
works with clients and focuses on client service. Her role has evolved to include all aspects of client administration as well as training of new employees.

Bobbie has more than 25 years of experience providing organizational and administrative support to clients and organizations. Prior to joining PSG, she worked in the medical services industry. She obtained her associate degree in computer applications management from the Westchester Business Institute.

Bobbie was born and raised in the Philippines and has held on to her strong family values. She lives in Westchester and has one child. In her free time, Bobbie enjoys cooking, going to the gym, and can “outsing” anyone at karaoke!

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Meet Our Team

Edward L. Scharf headshot
Edward L. Scharf headshot black and white
Edward L. Scharf
Managing Director
Richard A. Yoken headshot
Richard A. Yoken headshot black and white
Richard A. Yoken
Managing Director
Catherine (Bobbie) Nacianceno headshot
Catherine (Bobbie) Nacianceno headshot black and white
Catherine (Bobbie) Nacianceno
Senior Client Services Coordinator
Jacqueline O’Toole headshot
Jacqueline O’Toole headshot black and white
Jacqueline O’Toole
Director of Operations and Investment Associate
Jacques E. Boubli, CFP<sup>®</sup> headshot
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Jacques E. Boubli, CFP®
Managing Director
Jay Koehler, CPWA<sup>®</sup> headshot
Jay Koehler, CPWA<sup>®</sup> headshot black and white
Jay Koehler, CPWA®
Senior Vice President
Jayndee Castro headshot
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Jayndee Castro
Client Services Coordinator
Laurie Ghali headshot
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Laurie Ghali
Chief Compliance Officer
Lawrence D. Bartimer, CPA headshot
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Lawrence D. Bartimer, CPA
Managing Director
Marc Connuck, CFA headshot
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Marc Connuck, CFA
Research Analyst
Maritza S. Rivera headshot
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Maritza S. Rivera
Senior Client Services Coordinator
Natasha Hanan, CFA headshot
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Natasha Hanan, CFA
Wealth Advisor
Peter S. Yorkes headshot
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Peter S. Yorkes
Managing Director
Samarsha Drysdale headshot
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Samarsha Drysdale
Client Services Coordinator
Thomas M. Zottner, CFA headshot
Thomas M. Zottner, CFA headshot black and white
Thomas M. Zottner, CFA
Managing Director
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The Portfolio Strategy Group, LLC
50 Main Street, Suite 1280
White Plains, NY 10606

914.288.4900 tel
800.535.5110
914.328.6670 fax

info@PSGwealth.com

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