Nicole joined BBR Partners in 2016 and is the Deputy Chief Operating Officer of Portfolio & Wealth Advisory. She is responsible for executing the overall Portfolio & Wealth Advisory goals, ensuring a consistent client experience and process across the team while promoting a culture of high-quality service for our client families. Additionally, Nicole is focused on building the firm’s knowledge capital and improving processes across the team. Prior to joining BBR, Nicole was the Manager of Marketing Communications at Fred Alger & Company, where she helped lead the strategic brand development, creative execution, writing and implementation of marketing content for the entire Alg

Nicole C. Davis
Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory
BBR Partners LLC
United States, New York, New York
About Me
Profile Information
Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory
BBR Partners LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Jul 31, 2024
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