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Client Service Associates

 
Nancy A. English
Nancy is a Client Service Associate and Family Office Administrator with Franklin Street Partners. She has been with the firm since January 2006. Nancy has over 20 years of accounting experience along with an extensive background in payroll and benefits administration. She is an active member of the community and has volunteered with Hospice of Wake County for over four years.



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Diana Inman
Diana is a Client Service Associate and Family Office Administrator with Franklin Street Partners. Prior to joining the firm in April 2011, she practiced law in Charlotte, North Carolina with Alston & Bird LLP and Cadwalader Wickersham & Taft LLP in each firm's global finance group. Diana also spent seven years with Bank of America and Banc of America Securities LLC in corporate and investment banking. Diana graduated from Wake Forest University with a degree in Business and earned a Juris Doctor from The Marshall Wythe School of Law at the College of William & Mary. She is a member of the North Carolina and Georgia bars. She has over 12 years of experience working in the financial services industry.



Jerri L. Keller
Jerri is a Client Service Associate with Franklin Street Partners and has been with the firm since March 2004. Prior to joining Franklin Street, Jerri was a Branch Office Administrator with Edward Jones Investments for 8 years. Jerri is a long time resident of Chapel Hill and has over 30 years of experience in banking and investment client contact and service.



Lori A. Bowers-Lennard
Lori is a Client Service Associate with Franklin Street Partners and has been with the firm since 2000. Prior to joining Franklin Street, Lori began her career in the Trust Department at Barnett Bank in Jacksonville, FL. Following her time with Barnett Bank, she moved to North Carolina and began work in the Trust Department at Central Carolina Bank (CCB) in Durham. Lori has over 20 years of experience serving clients in the financial services industry. 


Kathy N. Rexrode
Kathy is a Client Service Associate and Family Office Administrator with Franklin Street Partners. Prior to joining the firm, Kathy was the office manager and account administrator for Oak Value Capital Management. Kathy has over 26 years of experience in the investment advisory business.