On Wednesday, July 11, Nichole Roman-Bhatty, CIMA®, will be speaking at the KORIED Global Summit in Coral Gables, FL. Nichole…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 23 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 impact 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), is a board member of the Julia Center and Girls in the Game and was formerly the president for Women Investment Professionals, Chicago.