Nancy Anderson, PhD, CFA
Nancy Lottridge Anderson is President of New Perspectives, Inc., which she established in 1993. Nancy obtained her Chartered Financial Analyst designation in 1996 and is a former president of CFA Society of Mississippi. She earned her doctorate in Business Administration from Mississippi State University in 2008, where she was a Chancellor’s List scholar. Worth Magazine named her one of the Top 250 Financial Advisors in the country in 2001 and 2002, and Mississippi Business Journal named her as one of the Top 50 Businesswomen in the state for 2005.
Nancy is also an assistant professor of Finance at Mississippi College. She co-hosts "Money Talks", a weekly radio show that airs each Tuesday at 9 a.m. and 9 p.m. on Mississippi Public Broadcasting Radio. She has written extensively for Mississippi Business Journal and The Clarion Ledger.
Nancy presides over an empty nest in Clinton with her husband and a very sweet hound dog named Loretta.
Jackie Wright
Jackie Wright has been the Operations Manager with New Perspectives for 4 years. She graduated from Mississippi College with a B.S. in Political Science in 1978. After putting her husband Jeff through college and rearing 3 children, it was time to go back to work.
Jackie is responsible for all the detail work that goes into setting up a new account. Her attention to detail flows into making sure we know all there is to know about our clients.
“I might not know the answer to your question, but I will find it and get back with you” is what you can count on hearing. She is also an avid recycler.
Kim Burgess
Kim has been at New Perspectives since January 2010. She will graduate from Mississippi College in May 2012 with a Bachelors degree in Accounting.
After 3 years as a teller at BankPlus, it was time to move on to something more challenging. Here at New Perspectives, Kim is the one behind the scenes crunching numbers and making sure your reports are correct. She spends the majority of her time reconciling accounts and generating reports for Nancy and Ryder to analyze.
Kim spends her spare time house-hunting and planning for her wedding in December.
Ryder Taff
Ryder joined the New Perspectives family in January 2011 after graduating from the University of Bristol, England with a degree in Mathematics and Philosophy.
Ryder's interest in investment analysis goes back to when he was eight and realized that owning part of Coca-Cola was different, and far more interesting, than merely having a cold glass bottle of coke on a hot day. He has been reading annual reports and proxy statments ever since. He is learning financial analysis and portfolio management through the CFA program while Nancy and Jackie show him the client side of the business.
An avid cyclist, he sometimes finds himself at the office wondering why he thought it a good idea to ride a single-speed bike to work in the Mississippi heat.
We manage investment accounts of any size. We tailor the portfolio to meet your specific needs. For clients of ours, we are available to help with any financial situation you face.
We charge a single fee for the management of your accont.
what we offer
We offer our services on an hourly or retainer basis for our clients.
