![Julie Rae Nichols](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Julie R.
Nichols, CPA, is a Principal & Chief Financial Officer at Wipfli Financial Advisors LLC.
She joined the firm in July 2001 and assists in coordinating the investment and wealth management solutions between Wipfli Financial advisors and clients’ CPAs.
This collaborative approach provides Wipfli Financial clients with access to the streamlined planning and financial advice of an entire network of dedicated professionals.
Ms. Nicholas worked as a Manager in the Tax Compliance Department for Wipfli CPAs and Consultants for 10 years before joining Wipfli Financial Advisors LLC.
She received her undergraduate degree from the University of Wisconsin.
Anciens postes connus de Julie Rae Nichols
| Sociétés | Poste | Fin |
|---|---|---|
Wipfli Financial Advisors LLC
 Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial seeks to be highly disciplined, mitigate risks through asset class diversification and invest for the long-term. The firm’s Investment Committee (IC) incorporates research and due diligence into their approach to asset allocation, fund recommendations and portfolio monitoring. The IC develops model portfolios based on Modern Portfolio Theory (MPT). | Directeur Général | 01/02/2019 |
Formation de Julie Rae Nichols
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial seeks to be highly disciplined, mitigate risks through asset class diversification and invest for the long-term. The firm’s Investment Committee (IC) incorporates research and due diligence into their approach to asset allocation, fund recommendations and portfolio monitoring. The IC develops model portfolios based on Modern Portfolio Theory (MPT). | Finance |
