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Biography

Nicole is Partner in the New York office, where she brings over 10 years of experience in the financial services industry. She works closely with family office leaders to provide financial counseling and guidance to clients by simplifying complex financial situations and bringing organization to their financial lives.

Prior to joining Cerity Partners, Nicole served as a Vice President at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, she worked for teams with Merrill Lynch’s Private Banking & Investment Group and Wells Fargo Advisors.

Learn more about Cerity Partners Family Office.

Education

  • B.S. in Finance from Bentley University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Holds FINRA Series 66 securities license
  • Licensed to sell New York State life, accident, and health insurance

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.