Ms. Nicholson has nearly two decades of experience in the investment industry where she focuses on helping her clients with their investments as well as their wealth management planning needs. She previously worked as a Portfolio Manager at Bay Isle Financial, which was later acquired by First Republic Bank. Before Bay Isle, Ms. Nicholson spent five years, beginning in 1996, with a Marin-based investment firm, analyzing stock and assisting in the investment management of the firm’s client portfolios. She also spent time in the Czech Republic, where she worked in the stock research department of the largest brokerage firm in the country, ultimately heading the firm’s research efforts in Poland. Her investment career began as part of the MBA Enterprise Corps, a nonprofit organization providing management support to local firms in emerging markets.
Ms. Nicholson holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNERTM professional and is a member of the San Francisco Analysts Society. She received her MBA in 1993 from the University of California, Berkeley.
Wealth Management Experience: Since 1996
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