Nella Webster O’Grady, CFP®

Nella Webster O'Grady

Nella Webster O’Grady, CFP®

Principal

Nella Webster O’Grady is responsible for Palo Capital’s marketing and client service activities. Nella has over thirty years of experience providing investment management, trust, and financial planning services to clients throughout Southern California. She previously served in senior management roles at US Trust, Wilmington Trust, and First American Trust. During this time, she has developed a deep understanding of the services clients and their family members need to build and maintain their financial security.

Nella has served on the board of directors of the Girl Scouts of Orange County, the Board of Counselors for Chapman University’s Argyros School of Business, the Plasticos Foundation, and the Friends of the Girl Scouts Trust. Other leadership roles have included nine years on the board of Orange County United Way, Founding Member and Chair of the Woman's Philanthropy Fund and Tocqueville Society, the Women Helping Women advisory board, the Susan Samueli Center for Integrative Medicine, the Pacific Symphony 100, the California Art Club, the Anaheim Performing Arts Center, and the OC Baron’s League of the American Cancer Society.

In 2015, Nella received the Philanthropist of the year award from the Orange County United Way, and in 2016, she received the Orange County Business Journal's Women in Business Award.

Nella earned her Bachelor’s degree in Economics and Business Administration from Chapman University and an M.B.A. in Marketing and Finance from California State University, Long Beach. She also holds the Certified Financial Planner® designation.