Ms. Nicholson has more than two decades of experience in the investment industry where she focuses on helping her clients with their investment and wealth planning needs. She previously worked as a Portfolio Manager at Bay Isle Financial, which was acquired by First Republic in 2004. Before Bay Isle, Ms. Nicholson spent five years with a Marin-based investment firm as an equity analyst. She also worked in the research department of the largest brokerage firm in the Czech Republic, ultimately heading the firm’s research efforts in Poland. Her investment career began as part of the MBA Enterprise Corps, a non-profit providing management support to local firms in emerging markets.
Ms. Nicholson is a board member of SHE CAN Global, a non-profit organization that helps young women from post-conflict countries attend U.S. universities. She mentors a woman from Cambodia and a woman from Liberia as part of her work with SHE CAN.
Ms. Nicholson completed her undergraduate education at Indiana University and she received an MBA from the University of California, Berkeley.
In 2018 and 2019. her work had led her to be recognized by Forbes as a Top Woman Wealth Advisor and also as a Best-in-State Wealth Advisor for Northern California.1 She is a CFA® charterholder and also a CERTIFIED FINANCIAL PLANNERTM professional. Ms. Nicholson is also a member of the San Francisco Analysts Society.Wealth Management Experience: Since 1996
1The Forbes ranking of top wealth advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.
Check the background of this investment professional on FINRA’s BrokerCheck.