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Nicole Davis active positions
Companies | Position | Start | End |
---|---|---|---|
Veris Wealth Partners LLC
![]() Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Analyst-Equity | - | - |
Portfolio Manager-Equities | - | - |
Career history of Nicole Davis
Former positions of Nicole Davis
Companies | Position | Start | End |
---|---|---|---|
Bank of Hawaii (Asset Management)
![]() Bank of Hawaii (Asset Management) Investment ManagersFinance Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds. | Corporate Officer/Principal | - | - |
Training of Nicole Davis
Stanford University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Veris Wealth Partners LLC
![]() Veris Wealth Partners LLC Investment ManagersFinance Veris Wealth Partners LLC is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2007 and specializes in Impact and Sustainable Investing and designing investment portfolios for individuals, trusts, pensions and profit-sharing plans, families and family offices, non-profit organizations, and foundations. | Finance |
Bank of Hawaii (Asset Management)
![]() Bank of Hawaii (Asset Management) Investment ManagersFinance Bank of Hawaii (Asset Management), do-business-as Asset Management Group of Bank of Hawaii (AMG), is a separately identifiable department of the Bank of Hawaii, which is owned by Bank of Hawaii Corp. (NYSE: BOH). Headquartered in Honolulu, AMG was founded in 1897 and offers investment advisory services on a discretionary basis to registered investment companies (mutual funds) and institutional clients that are quasi-governmental agencies whose accounts consist in whole or in part of the proceeds from the issuance of municipal bonds. | Finance |
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