Nicole C. Davis

Nicole C. Davis Email and Phone Number

Partner, Co-Chief Operating Officer of Portfolio and Wealth Advisory and Head of Advisory Services @ BBR Partners
New York, NY, US
Nicole C. Davis's Location
New York, New York, United States, United States
Nicole C. Davis's Contact Details

Nicole C. Davis personal email

n/a
About Nicole C. Davis

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, focused on building the firm’s knowledge capital and improving processes across the team.

Nicole C. Davis's Current Company Details
BBR Partners

Bbr Partners

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Partner, Co-Chief Operating Officer of Portfolio and Wealth Advisory and Head of Advisory Services
New York, NY, US
Website:
bbrpartners.com
Employees:
241
Nicole C. Davis Work Experience Details
  • Bbr Partners
    Partner, Co-Chief Operating Officer Of Portfolio And Wealth Advisory And Head Of Advisory Services
    Bbr Partners
    New York, Ny, Us
    View
  • Bbr Partners
    Partner, Deputy Chief Operating Officer Of Portfolio & Wealth Advisory
    Bbr Partners Jan 2023 - Present
    New York, New York, United States
    View
  • Bbr Partners
    Deputy Chief Operating Officer Of Portfolio & Wealth Advisory
    Bbr Partners Apr 2022 - Jan 2023
    New York, New York, United States
    Responsible for executing the overall Portfolio & Wealth Advisory goalsEnsuring a consistent client experience and process across the teamPromoting a culture of high-quality service for our client familiesFocused on building the firm’s knowledge capital and improving processes across the team
    View
  • Bbr Partners
    Director, Head Of Business Development And Client Onboarding
    Bbr Partners Feb 2016 - Jan 2023
    Greater New York City Area
    View
  • Fred Alger Management, Inc.
    Vice President, Manager Of Marketing Communications
    Fred Alger Management, Inc. Jun 2008 - Jan 2016
    New York, Ny
    Manager of Marketing Communications
    View
  • Advent Capital Management
    Vice President, Investor Relations
    Advent Capital Management May 2007 - May 2008
    Managed Investor Relations team while serving as Product Specialist and account manager for long-only and hedged convertible funds
    View
  • Tribeca Global Management, Citigroup Alternative Investments
    Vice President, Investor Relations
    Tribeca Global Management, Citigroup Alternative Investments Dec 2005 - May 2007
    New York, United States
    Managed investor relations team and investor onboarding process for all of Tribeca’s funds
  • Citigroup Alternative Investments
    Avp, Client Service & Marketing Funds Of Funds Group
    Citigroup Alternative Investments Nov 2002 - Dec 2005
    New York, United States
    Managed the production and distribution of all investor correspondence and marketing materials for our core product line; Relationship manager for various distribution channels
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  • Goldman Sachs Asset Management
    Analyst
    Goldman Sachs Asset Management 1999 - 2002
    Responsible for identifying opportunities for and creating relevant and high quality marketing materials for sales professionals to use with clients, prospects, consultants.
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Nicole C. Davis Skills

Investor Relations Investments Hedge Funds Equities Alternative Investments Management Mutual Funds Financial Services Marketing Communications Capital Markets Series 7 Private Equity Emerging Markets Series 24 Marketing Strategy Product Marketing Product Management Marketing Asset Managment Digital Marketing Product Development Public Relations Corporate Communications

Nicole C. Davis Education Details

Frequently Asked Questions about Nicole C. Davis

What company does Nicole C. Davis work for?

Nicole C. Davis works for Bbr Partners

What is Nicole C. Davis's role at the current company?

Nicole C. Davis's current role is Partner, Co-Chief Operating Officer of Portfolio and Wealth Advisory and Head of Advisory Services.

What is Nicole C. Davis's email address?

Nicole C. Davis's email address is nd****@****uno.com

What is Nicole C. Davis's direct phone number?

Nicole C. Davis's direct phone number is +197349*****

What schools did Nicole C. Davis attend?

Nicole C. Davis attended Hampton University, Jackson Memorial High School.

What skills is Nicole C. Davis known for?

Nicole C. Davis has skills like Investor Relations, Investments, Hedge Funds, Equities, Alternative Investments, Management, Mutual Funds, Financial Services, Marketing Communications, Capital Markets, Series 7, Private Equity.

Who are Nicole C. Davis's colleagues?

Nicole C. Davis's colleagues are Neil Gladstone, Paul Brown, Oso Marmalejo, Lashawn Chambers, Jane Harris, Christi Cereghino, Eric Mckenna.

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