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Nicole C. Davis

Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory

BBR Partners LLC

United States, New York, New York

About Me

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

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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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