Nikki has been an Associate Consultant with Crewcial Partners since 2021, bringing over 25 years of hands-on investment experience directly engaging with clients. In her current capacity, she partners with clients, offering insights into asset allocation, manager selection, and performance evaluation/attribution. Her scope also encompasses comprehensive research, thoughtfully reviewing managers across a spectrum of asset classes.
Her professional journey traces back to her tenure as Vice President, Investment Strategist at Wells Fargo for 13 years, where she provided Investment Management services to corporate retirement plans totaling over $16 billion, $2 billion of which was discretionary. This role involved formulating, articulating, and implementing investment strategies that drove results. Prior to that, she spent 12 years as Vice President, Portfolio Manager at Bank of America Private Bank, where she managed investment portfolios for trust, philanthropic, and discretionary management relationships.
Nikki holds a BS in Accounting from Jacksonville University and an MBA from the University of North Florida. She also earned the Certified Investment Management Analyst (CIMA) designation offered by the Investment and Wealth Institute (formerly known as IMCA) in partnership with the University of Pennsylvania, Wharton School of Business.
In addition to her professional dedication, she actively engages in a variety of activities. She serves as the co-leader, treasurer, and Cookie Mom for the Girl Scouts of Greater Atlanta Troop 17596. She is also a member of the advisory board of Women. Inspire. Promote. Network. (WiPN) and is actively involved with the National Association of Securities Professionals (NASP), where she serves as the treasurer of the Atlanta Chapter. Moreover, she has been elected to a two-year term on the NASP Board of Directors. Originally from Queens, New York, she now resides in Decatur, Georgia, with her husband David and their daughters, Cecilia and Samantha. Outside of her professional commitments, she finds joy in activities like reading, fitness, and exploring the world through travel.
