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Valerie Jackson Nichols
Director of Investments bij Smith & Howard Wealth Management LLC
Profiel
Ms. Valerie J.
Nichols, CFA, is a Director of Investments at Smith & Howard Wealth Management LLC.
She joined Smith & Howard Wealth Management in 2016.
She works with individuals and families to determine investment goals and objectives, quantify risk tolerance, and develop an Investment Policy Statement which will drive portfolio allocation.
As a member of the Investment Policy Committee she participates in monitoring and selecting investment managers and investment strategy for the firm.
Ms. Nichols was employed as a Director of Investments after spending the prior 19 years with SunTrust Bank, most recently as Senior Vice President and Investment Strategist in the Investment Advisory Group.
In her role at SunTrust, she was responsible for individual clients, trusts and foundations.
She spent several years early in her career at the Federal Reserve Bank of Atlanta.
She holds the Chartered Financial Analyst credential.
She majored in finance and graduated from Georgia State University with a BBA degree, is a member of Atlanta Society of Finance and Investment Professionals and a former Equity and Alternatives Instructor for the CFA Review Course.
Actieve functies van Valerie Jackson Nichols
Bedrijven | Functie | Begin |
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Smith & Howard Wealth Management LLC
![]() Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | Director of Investments | 01-08-2016 |
Eerdere bekende functies van Valerie Jackson Nichols
Bedrijven | Functie | Einde |
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SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Corporate Officer/Principal | 31-07-2016 |
Federal Reserve Bank of Atlanta | Corporate Officer/Principal | - |
Opleiding van Valerie Jackson Nichols
Georgia State University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Smith & Howard Wealth Management LLC
![]() Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | Finance |
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Finance |
Federal Reserve Bank of Atlanta | Government |