On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes…Read the full article >
Nichole Roman-Bhatty is a managing director for Marquette Associates and serves on the firm’s board of directors. An owner of the firm, Nichole has been with the company since 1998 and has 28 years of investment experience. She leads the religious services practice area at Marquette and serves as the primary investment consultant on several of the firm’s relationships, with a focus on nonprofit, religious, public, and corporate clients. Nichole is a co-lead of the sustainable investing group and a member of the firm’s diversity, equity, and inclusion committee and nonprofit services group.
Prior to joining Marquette, Nichole served as a credit manager at Norwest Financial. She holds a B.S. in finance from Michigan State University and an M.B.A. with honors from the University of Notre Dame.
Nichole is a member of the Investments and Wealth Institute (formerly known as the Investment Management Consultants Association) and holds the Certified Investment Management Analyst® (CIMA®) certification. She is a board member of the Defined Contribution Institutional Investment Association (DCIIA) and a member of the National Association of Securities Professionals (NASP). Nichole serves as the vice president of the Julia Center, an immigrant outreach center founded by Victory Noll Sisters, and was formerly the president of Women Investment Professionals, Chicago. She is also a member of the Chicago Finance Exchange.