Aaron R. Nichols
Aaron R. Nichols
Mr. Nichols joined First Republic in 2012, and in his current role, he manages asset allocation and portfolio construction, client relationships, and assists in the firm’s business development efforts in the San Francisco Bay Area. Mr. Nichols is an advisor to many high net worth families, individuals, corporations, and not-for-profit organizations and specializes in the practice of goals-based wealth management which focuses on integrated wealth planning, goals-based asset allocation, and iterative modeling to help clients preserve and growth their wealth. His managed investment portfolios are geared towards stable growth, tax-efficient strategies, and where appropriate, alternative investments.
Mr. Nichols has 20 years of experience in the integrated wealth and investment management business and as a market research executive. He began his career at American Express Financial Advisors (now Ameriprise Financial) in 1997. Mr. Nichols joined Charles Schwab in 1998. In 2003, three years after the U.S. Trust Company acquisition by Schwab, he joined U.S. Trust where he helped build the Schwab business channel in Northern California. In 2005, Mr. Nichols joined Nichols Research, later becoming President / CEO. Nichols Research was acquired in 2016.
Active in philanthropy, Mr. Nichols founded the Silicon Valley Pancreatic Cancer Research Walk in partnership with the Lustgarten Foundation, which raises awareness and funding to advance the scientific and medical research related to the diagnosis, treatment and cure of pancreatic cancer.
Mr. Nichols received his Bachelor of Science degree from San Jose State University and advanced training in wealth management from Cannon Financial Institute. He is a member of the Investment Management Consultants Association.
Wealth Management Experience: Since 1998
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