On Friday, July 12, Nichole Roman-Bhatty, CIMA®, will be speaking at KORIED’s 2019 Global Summit, “Future of Finance – Disruption, Innovation…Read the full article >
Nichole Roman-Bhatty is a managing partner for Marquette Associates. An owner of the firm, Nichole has been with the company since 1998 and has 25 years of investment experience. She serves as the primary investment consultant on several of the firm’s relationships. Her primary client focus is on non-profits, religious, public and corporate plans. Nichole is the director of religious services and is also chair of the sustainable investing group as well as a member of the firm’s endowment & foundation services committee.
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 Investment Management Consultants Association (IMCA), a board member of the Defined Contribution Institutional Investment Association (DCIIA) and a member of the National Association of Securities Professionals (NASP). She serves as the vice president of Leaders Investing for Tomorrow (LIFT), a civic-minded non-profit group focused on women and diversity, is vice president of the Julia Center, an immigrant outreach center founded by Victory Noll Sisters, and was formerly the president for Women Investment Professionals, Chicago. She is also a member of the Chicago Finance Exchange.