Profilo
Ms. Nicole Davis is Partner at Veris Wealth Partners LLC.
She is also a Senior Wealth Manager for the San Francisco Office of the firm.
She is responsible for the design, implementation, and management of clients’ investments and financial plans as well as manager research for Veris’ Investment Committee.
She also manages the Veris Sustainable Strategies Mutual Funds and the Veris Sustainable UMA, Veris’ signature financial products offered through the Envestnet Impact Investing Solutions Platform.
She serves on the Executive Committee of the Surfrider Foundation NH Chapter, and has volunteered for Bay Area Wilderness Training, a project of the Earth Island Institute, which creates opportunities for urban youth to experience the outdoors.
She is also a member of the CEI Notes Advisory Board, a community investment note program of Coastal Enterprises Inc (CEI).
Prior to joining Veris, Ms. Davis was Portfolio Manager and Assistant Vice President with Bank of Hawaii’s Private Client Asset Management Team, where she constructed portfolios, performed equity research, and directly managed over $300 million in client assets.
She graduated from Stanford University with a B.A.
in Political Science and a minor in Economics.
Posizioni attive di Nicole Davis
Società | Posizione | Inizio |
---|---|---|
Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Analyst-Equity | - |
Precedenti posizioni note di Nicole Davis
Società | Posizione | Fine |
---|---|---|
Bank of Hawaii (Asset Management)
Bank of Hawaii (Asset Management) Investment ManagersFinance Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds. | Corporate Officer/Principal | - |
Formazione di Nicole Davis
Stanford 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 | 2 |
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Veris Wealth Partners LLC
Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Finance |
Bank of Hawaii (Asset Management)
Bank of Hawaii (Asset Management) Investment ManagersFinance Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds. | Finance |
- Borsa valori
- Insiders
- Nicole Davis