CoverProfile

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

View more

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

More profiles to browse

BB
Brett Barth
Founder & Co-CEO
MS
Megan Schwinger
Director of Portfolio & Wealth Advisory
SN
Sarah Norris
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Midwest
Profile Photo
Evan Roth
Co-Founder & Co-CEO

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC