Our Team

Nanci D. Morris, CFA Co-Founder & Managing Partner

With over 25 years of industry experience, Nanci’s broad and deep experience as an investment manager, endowment fund manager, institutional consultant and endowment trustee make her uniquely qualified to advise asset owners in their search for improved governance and investment returns. Prior to founding Kidderbrook Group, Nanci’s positions included Director of Public Markets for Princeton Theological Seminary, where she had direct responsibility for oversight of the marketable assets for the Seminary’s $1 billion Endowment Fund. Her responsibilities included manager oversight and due-diligence and performance monitoring. Nanci was a Managing Director at New England Retirement Consultants and a Senior Vice President with Callan Associates where she was responsible for advising institutional clients on investment policy, asset allocation and manager selection. Prior to Callan, Nanci spent 14 years as a Partner, Portfolio Manager and Director of Client Service at David J Greene & Co. LLC, a $2B asset management firm in NYC.

Currently, Nanci is a:

  • Member of the Investment Committee for Children’s Specialized Hospital Foundation (St. Barnabas/Robert Wood Johnson Health System).
  • Member of the Board of Trustees of Lycoming College.

Nanci has a BA degree with high honors from Lycoming College and is a Chartered Financial Analyst (CFA).

Contact Nanci: [email protected]

Julie M. Alcorn Co-Founder & Partner

As Partner, Julie conducts extensive due diligence on the investment advisor and OCIO marketplaces and works closely with nonprofits to advise asset owners in their search for improved governance and investment returns. Previously, Julie was an Operations Analyst at MarketAxess working directly with institutional investment managers, hedge funds, and broker dealers to navigate the fixed income and derivatives markets. Prior to MarketAxess, Julie was an Analyst at Beacon Trust Company where she created, monitored, and presented equity portfolios and asset allocation strategies for endowments, foundations, family offices and high net worth individuals. While at Beacon, Julie also led the construction and marketing of Beacon’s Exchange Traded Fund products, as well as the firm's Women's Investment Education Symposium. Julie has over a decade of experience working in the investments industry and is currently on the Board of Trustees and Investment Committee for Children’s Specialized Hospital Foundation.

Julie has a Master of Business Administration degree with distinction from University of Michigan and a Bachelor of Science degree in Business and Economics from Lehigh University.

Contact Julie: [email protected]