Associate, Client Advisory
As an associate of client advisory, Nicole is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.
Prior to joining Crestone, Nicole was a private wealth advisor at Evercore Wealth Management in New York, New York. In this role, she worked with high-net-worth individuals, families, and foundations in various areas of wealth management including cash flow planning, estate planning, charitable giving, and fiduciary services.
Nicole received her Bachelor of Science in finance from Bentley University. She has earned her Series 65 FINRA license.