Client Advisory

Biography

Nicole is a Senior Associate based in the Boston office, working remotely from Maryland. As a member of the Wealth Management practice, she is dedicated to helping individuals and families achieve financial clarity and implement their long-term goals.

After taking a few years off to focus on family, Nicole returns to the corporate world with a wealth of experience. She previously served as a Client Service Associate at Daintree Advisors and Boston Common Asset Management, where she assisted clients in various investment-related areas, including portfolio maintenance and financial planning strategies. Nicole began her career at Bank of New York Mellon as a Client Accounting and Reporting Specialist after earning her degree in Finance from Bentley University in Waltham, Massachusetts.

Outside of work, Nicole enjoys playing tennis, supporting her three children in their athletic pursuits, and spending quality time with family and friends.

Education

  • B.S. in Finance with a minor in Sociology of Diversity and (In) Equality from Bentley University

Highlights

  • Currently working toward obtaining a CERTIFIED FINANCIAL PLANNER (TM) certification
  • Board Member of the Western Howard Warhawks Youth Football and Cheer

Request an Introduction to Nicole Attale

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues