On Wednesday, October 7th, Nichole Roman-Bhatty, CIMA®, will be speaking at the 2020 Mid-Atlantic Plan Sponsors (MAPS) Annual Trustee…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 26 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 non-profit, religious, public, and corporate clients. Nichole is the chair of the sustainable investing group and 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 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 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.