Jennifer Dawson Nicholson
Fondatore presso Nicholson Capital Management, Inc.
Profilo
Ms. Jennifer D.
Nicholson is a President & Member of Investment Committee at Nicholson Meyer Capital Management, Inc. With over 30 years of experience in the trust and investment fields, she leads a team that manages investment portfolios for many types of clients, both personal and institutional, covering a variety of types of accounts, including individual, IRA, trust and 401(k).
The team also provides financial consulting and planning services.
She is Chair of the NCM Investment Committee that sets investment strategy for the firm.
She co-founded Conus and Nicholson, Inc. in 1988, becoming one of the first women to establish an independent investment advisory firm in Kansas City.
In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. As President of NCM, she possesses a wide education, an intuitive viewpoint and decades of experience in all market environments.
She began her career in 1972 as the first woman management trainee at First National Bank of Kansas City in Kansas City, Missouri and later progressed to Vice President and Group Leader in the Trust Division.
During that time, she served on the Board of Directors of the Citizens Bank of Grant City, Missouri from 1973 to 1978.
She revised and implemented new loan policies and investment policies at the $19 million rural bank.
In 1982, she accepted a position at First Continental Bank and Trust as the Vice President and Head of Trust Department.
She also established a free-lance consulting service, providing financial planning packages and analysis to CPAs and other financial planners.
In 1984, she became Vice President at Centerre Bank of Kansas City, NA.
She received her undergraduate degree from Northwest Missouri State University and an MBA from the University of Missouri.
Posizioni attive di Jennifer Dawson Nicholson
Società | Posizione | Inizio |
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Nicholson Capital Management, Inc.
Nicholson Capital Management, Inc. Investment ManagersFinance Nicholson Meyer Capital Management, Inc. (NMCM) is an independent, SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was co-founded by Jennifer Nicholson as Conus and Nicholson, Inc. in 1988. In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. and subsequently became Nicholson Meyer Capital Management, Inc. in 2022. NMCM manages portfolios for individuals, trusts, retirement accounts, and institutional accounts. | Fondatore | 01/01/1988 |
Formazione di Jennifer Dawson Nicholson
University of Missouri | Masters Business Admin |
Northwest Missouri State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Nicholson Capital Management, Inc.
Nicholson Capital Management, Inc. Investment ManagersFinance Nicholson Meyer Capital Management, Inc. (NMCM) is an independent, SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was co-founded by Jennifer Nicholson as Conus and Nicholson, Inc. in 1988. In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. and subsequently became Nicholson Meyer Capital Management, Inc. in 2022. NMCM manages portfolios for individuals, trusts, retirement accounts, and institutional accounts. | Finance |
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