Valerie Jackson Nichols

Valerie Jackson Nichols

Director of Investments en Smith & Howard Wealth Management LLC .

Finance
Consumer Services
Government

Perfil

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.

Cargos activos de Valerie Jackson Nichols

EmpresasCargoInicio
Director of Investments 01/08/2016
Todos los cargos activos de Valerie Jackson Nichols

Antiguos cargos conocidos de Valerie Jackson Nichols.

EmpresasCargoFin
Corporate Officer/Principal 31/07/2016
Federal Reserve Bank of Atlanta Corporate Officer/Principal -
Ver el detalle de la experiencia de Valerie Jackson Nichols.

Formación de Valerie Jackson Nichols.

Georgia State University Undergraduate Degree

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Valerie Jackson Nichols.

Relaciones

3

Relaciones de 1er grado

4

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas3
Federal Reserve Bank of Atlanta

Government

Finance

Finance

Ver las conexiones de la empresa
  1. Bolsa de valores
  2. Insiders
  3. Valerie Jackson Nichols