Nicole Kramer, Cfa,Caia,Rpa

Nicole Kramer, Cfa,Caia,Rpa Email and Phone Number

Senior Portfolio Manager, VP, Wealth Advisory @ BRINKER CAPITAL HOLDINGS, INC
Nicole Kramer, Cfa,Caia,Rpa's Location
New York, New York, United States, United States
Nicole Kramer, Cfa,Caia,Rpa's Contact Details

Nicole Kramer, Cfa,Caia,Rpa work email

Nicole Kramer, Cfa,Caia,Rpa personal email

About Nicole Kramer, Cfa,Caia,Rpa

Investment leader with over 20 years of experience across wealth management, corporate Pension and Defined Contribution (e.g., 401(k)) plan sponsors),and financial institutions. I provide asset allocation, manager selection, and portfolio construction advice. I served as the Chair of Mercer’s Wealth Management Strategic Research Team and have authored white papers on Liquid Alternatives, Hedge Fund Backed Re-insurers, Target Date Funds, and Wealth Management Governance. As a CFA and CAIA charterholder, I am held to the utmost ethical and professional Standards. My diverse experience includes bank M&A strategy consulting and risk management. I have a unique combination of strong interpersonal, quantitative/programming, and business skills. I strive to challenge the status quo for strong long term business growth. Specialties: Wealth Management, Alternative Investments, Client Service, DoL Fiduciary Rule, Pension Risk Management, Target Date Funds, Manager Search and Selection, Defined Contribution Consulting, LDI strategies, Risk Management, Investment Analytics Development, Portfolio Modeling, VBA Excel Programming, .

Nicole Kramer, Cfa,Caia,Rpa's Current Company Details
BRINKER CAPITAL HOLDINGS, INC

Brinker Capital Holdings, Inc

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Senior Portfolio Manager, VP, Wealth Advisory
Nicole Kramer, Cfa,Caia,Rpa Work Experience Details
  • Brinker Capital Holdings, Inc
    Sr Portfolio Manager
    Brinker Capital Holdings, Inc Jul 2021 - Present
    Manage team of investment professionals responsible for over $1 Billion in wealth management client assets. Manage multi-asset, multi-manger portfolios for High Net Worth IndividualsResponsible for advisor and end wealth management client relationship management, including book reviews and client portfolio reviews. Leverage Computer Programming skills to partner with software developers at Orion to create portfolio management analytics and trading tools. Member of the Orion/Brinker Asset Allocation Committee.
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  • Mercer
    Principal - Financial Intermediaries Group
    Mercer Jan 2015 - Jun 2021
    New York, Ny, Us
    Consultant to U.S. based wealth management providers, collectively with over $150 Billion in AUM. Advice included evaluating, selecting, and monitoring investment strategies, risk management in multi-manager or asset allocation portfolios, and asset allocation on strategic and dynamic levels. Led client relationships totaling $2.4mm in annual revenue and sold $1.2mm in revenue in 2018. Consulted to an industry leading alternatives platform which includes hedge funds, private debt, and private equity.  Chaired Wealth Management Strategic Research Team. Authored "Role of Liquid Alternatives in Wealth Management", "Hedge Fund Strategy 101s", "Taking a Fiduciary Approach: How to Set up your Wealth Management Program For Fiduciary Status".
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  • Curcio Webb
    Investment Consultant
    Curcio Webb 2011 - 2014
    Deer Park, Il, Us
    Consulted to retirement plan sponsors ranging from corporate DC/DB to higher education 403(b) plans on topics such as investment manager selection, plan investment design, asset allocation, and ongoing performance monitoring. Co-Portfolio Manager for custom target date funds for large corporate 401(k) in the industrials sector.Built proprietary retirement income sufficiency model for target date funds.Investment policy development and review, pension risk evaluation and strategy, fee benchmarking.Led manager research for Alternatives, Target Date Funds, and Stable Value and performaned due diligence across all asset classes.Developed programs (using VBA programming) to improve the firm-wide client performance and benchmarking reporting system to save firm 150+ employee hours per year. Also developed asset modeling tools.Business Development: Presented at finalists meetings, authored liquid alternatives white paper; co-authored target date fund benchmarking white paper and co-hosted webinar on the topic.
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  • Hewittennisknupp
    Investment Consultant
    Hewittennisknupp 2007 - 2011
    • Consulted on investment allocation, manager selection, and monitoring to multiple retainer pension and 401(k) plan sponsors; total asset under advisory of over $5 Billion.• Researched and implemented risk monitoring tools and proposed liability hedging strategies that effectively reduced funded status volatility and expected Plan sponsor contributions.• Educated colleagues and clients on capital markets strategies and asset classes to improve strategic and tactical asset allocations.• Performed investment manager due diligence and set firm-wide ratings on over sixty products.• Developed and reviewed Investment Policy Statements to ensure clients’ fiduciary compliance.• Provided recommendations and negotiated with vendors to save clients millions annually.

Nicole Kramer, Cfa,Caia,Rpa Skills

Investments Portfolio Management Risk Management Mergers And Acquisitions Asset Allocation Mutual Funds Strategy Alternative Investments Due Diligence Investment Management Capital Markets Financial Services Financial Risk Hedge Funds Investment Strategies Analysis Management Consulting Pensions Defined Contribution Retirement Institutional Investments Defined Benefit Data Analysis Microsoft Excel Microsoft Word Manager Research Customer Relationship Management Business Development Financial Analysis Microsoft Powerpoint Target Date Funds Investment Analysis Vba Rfp Institutional Sales Qualifying Prospects Microsoft Office Problem Solving

Nicole Kramer, Cfa,Caia,Rpa Education Details

  • Boston University
    Boston University
    Economics
  • Boston University
    Boston University
    Economics And Mathematics
  • Williamsville North
    Williamsville North

Frequently Asked Questions about Nicole Kramer, Cfa,Caia,Rpa

What company does Nicole Kramer, Cfa,Caia,Rpa work for?

Nicole Kramer, Cfa,Caia,Rpa works for Brinker Capital Holdings, Inc

What is Nicole Kramer, Cfa,Caia,Rpa's role at the current company?

Nicole Kramer, Cfa,Caia,Rpa's current role is Senior Portfolio Manager, VP, Wealth Advisory.

What is Nicole Kramer, Cfa,Caia,Rpa's email address?

Nicole Kramer, Cfa,Caia,Rpa's email address is nk****@****tal.com

What schools did Nicole Kramer, Cfa,Caia,Rpa attend?

Nicole Kramer, Cfa,Caia,Rpa attended Boston University, Boston University, Williamsville North.

What are some of Nicole Kramer, Cfa,Caia,Rpa's interests?

Nicole Kramer, Cfa,Caia,Rpa has interest in Mentoring, Rollerblading, Running, Tennis, Diving.

What skills is Nicole Kramer, Cfa,Caia,Rpa known for?

Nicole Kramer, Cfa,Caia,Rpa has skills like Investments, Portfolio Management, Risk Management, Mergers And Acquisitions, Asset Allocation, Mutual Funds, Strategy, Alternative Investments, Due Diligence, Investment Management, Capital Markets, Financial Services.

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