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Nicole Attale

Associate

Boston

Client Advisory

Biography

Nicole is an Associate based in the Boston Office, working remotely from Maryland. As a member of the Wealth Management practice, she is responsible for working with individuals and families to help them achieve financial clarity while implementing their long-term goals.

Nicole rejoins the corporate world after taking a few years off for family. She previously worked as Client Service Associate at Daintree Advisors and Boston Common Asset Management where she assisted her clients in a variety of investment-related areas such as portfolio maintenance and financial planning strategies. Nicole started her career at Bank of New York Mellon as Client Accounting and Reporting Specialist after she received her degree in Finance from Bentley University in Waltham, Massachusetts.

Outside of work, Nicole enjoys playing tennis, gardening, and spending 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

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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.